Filing a document from the file system to ELO
Objective
To drag and drop a document onto the repository from Microsoft Windows Explorer.
Document, file from the file systemDocument, fileExamples of use, filing a document from the file system in ELORequirements
- You need the file or a document that you want to file to the repository. The file or document must be a directory on your computer, on a USB stick, etc.
- The file or document will always be referred to as the document in the following.
- You must know where the document will be filed in the repository.
Step by step
1. Open Microsoft Windows Explorer.
2. Open the ELO Java Client.
3. Minimize both windows and arrange the windows next to each other.
4. Open the Repository work area in ELO.
5. Select the target folder in the ELO repository.
6. Click the document in Microsoft Windows Explorer and drag it to the selected folder.
7. Now release the mouse button.
The Keywording dialog box opens.
8. Select a keywording form in the Form selection column.
9. Enter a short name.
Optional: Enter additional keywording information.
10. Click OK once you have entered all information.
Information: The more precise the information is that you enter for a document, the easier it is to find the document later on.
Result
The document has been filed to the repository.