Objective

To transfer a document from the Windows file system straight to the repository. To replace the file on the file system with an ELO link in order to prevent duplicate data.

Requirements

• You need a document to file. The file must be located in a directory on your computer, a network drive, or an external storage device.
• The ELO Desktop Client is open and connected to a repository.
• The system is configured so that filed documents are moved to ELO and an ELO link is created.

Step by step

1. In the ELO Desktop Client, switch to the Desktop work area.

2. Open Microsoft Windows Explorer.

3. Select a file in the Windows Explorer.

In the Desktop work area, the client recognizes that the document is not filed to the repository.

4. In the Desktop work area, click the button with the green arrow to file the selected document to the repository.

The File to repository dialog box appears.

5. Select the desired target folder.

6. Click OK.

The Keywording dialog box opens.

7. Select a keywording form in the Forms column.

8. Complete the fields in the selected keywording form.

9. Click OK.

Optional: Depending on the setting, the Version comment dialog box may now open. If this is the case, you can enter the version number and relevant comments. This dialog box can be enabled or disabled in the configuration.

Result

The file is saved to the repository. The file is also replaced with an ELO link in the file system.