The Desktop work area acts as an interface between ELO and Windows. In this area, you will see an overview of entries currently selected at the file system level. The client indicates if the document is filed to the repository. The functions available depend on the status of the document. The following section presents various view filters.

Without repository connection

The example above shows the Desktop work area with the Windows Explorer open.

1 Header: Shows either the name of the work area or the active application. Clicking the button with two arrows either minimizes the ELO Desktop Client or returns it to the standard view. To open the drop-down menu, click the user. The following functions and dialog boxes are available in the menu: Configuration, Help, About, Log off, and Close. The left arrow next to the name of the work area goes back to the last view.

2 General functions: When the Windows Explorer is open, the general functions Connect repository drive and Disconnect repository drive are offered. To connect a WebDAV network address, click Connect repository drive.

3 Selected entries: Shows the selected entries in the Windows Explorer or Windows Desktop. Depending on the status of the selected entry, various functions are available: File to repository, Replace with ELO Link, File as a new version, Go to, and Refresh. A bar before the entry indicates the status: Filed to ELO (green), in use (yellow), or not filed (gray).

4 Work area toolbar: The toolbar provides access to the Repository, Search, My ELO, Desktop, and In use work areas.

5 Tile navigation button: This button brings you to the Tile navigation.

With repository connection

The example above shows the Desktop work area with the Windows Explorer open and a connected ELO repository in the local file system. Unlike the normal Windows Explorer view described above, the toolbar and favorites bar are both available.

Information: The toolbar and favorites bar are also available when clicking an ELO link in the Windows Explorer or Windows Desktop.

1 Header: Shows either the name of the work area or the active application. Clicking the button with two arrows either minimizes the ELO Desktop Client or returns it to the standard view. To open the drop-down menu, click the user. The following functions and dialog boxes are available in the menu: Configuration, Help, About, Log off, and Close. The left arrow next to the name of the work area goes back to the last view.

2 Information on entry: Shows the short name of the entry. The Feed tab contains posts, polls, and comments on the entry. You can create a feed post or a comment. All index fields are shown in list form on the Keywording tab.

3 Work area toolbar: The toolbar provides access to the Repository, Search, My ELO, Desktop, and In use work areas.

4 Tile navigation button: This button brings you to the Tile navigation.

5 Toolbar: This toolbar contains all functions you can use in the Desktop work area. The functions are split up into four groups, which you can access via the respective buttons: Document, View, Output, and Administration. The functions available depend on your selection. You will see a star icon next to each function. Clicking this star adds the function to your favorites bar. You can also integrate other buttons to the toolbar via the ELO App Manager, such as an ELO Business Solution.

6 Manage favorites: Click this button to manage your favorites. All functions of the area are listed here, sorted by function groups. If you select a function from the list, the star is filled in and the function is added to the favorites bar as a button with a matching icon. You can either remove favorites from this list or by clicking the minus icon in the favorites bar. Clicking Manage favorites saves the changes.

7 Favorites bar: This bar contains all functions and search settings you have favorited. To perform a function or search, click the button in the favorites bar. Functions may be grayed out in the bar depending on your selection.

Additional functions

The following section addresses additional special functions in this work area. Refer to the Repository work area chapter for explanations on all other functions. You can either open the functions via the toolbar, the favorites bar, or the context menu.

Connect repository drive

With the Connect repository drive function, you can integrate the entire ELO repository into your local file system. You can then access the documents without logging into the ELO Desktop Client. Additional information, such as the keywording or feed, is only available after logging on.

Disconnect repository drive

With the Disconnect repository drive function, you can disconnect the repository drive connected to the local file system.

Assign control

The Assign control function allows you to assign the selected control from a Microsoft Word form field to an index field in the ELO keywording. The Assign index field dialog box opens. The content control properties are then transferred to the index field on filing.

Overview of controls

The Overview of controls function opens a dialog box containing an overview of controls and index field assignments.

Information: The Examples of use chapter explains how you can assign controls from Microsoft Word to an index field in the ELO keywording.

Filing from the file system (1)

The example above shows the Desktop work area when a Microsoft Office document is opened and not yet saved in the file system.

The following filing function is available in the Desktop work area, provided you have a Microsoft Office document open:

Save in ELO: File the document to ELO. The File to repository dialog box then opens. Select the desired target folder here.

Alternative: Create a new folder by clicking the button with the green plus icon.

After confirming with OK, the document is opened Microsoft Office in read-only mode.

Filing from the file system (2)

The image above shows the Desktop work area when a Microsoft Office document is opened and saved in the file system.

The Desktop work area offers two filing functions for Microsoft Office documents that have not yet been filed.

Move to ELO: The document is moved to the ELO repository and deleted from the file system. In the Select filing folder dialog box, select the desired target folder or create a new one.

Move to ELO and create an ELO link: The document is moved to the ELO repository and deleted from the file system. In the file system, the document is replaced with an ELO link to the entry in the ELO repository. In the Select filing folder dialog box, select the desired target folder or create a new one.