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 views.

Without ELO 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 rectangle either minimizes the ELO Desktop Client or returns it to the default 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 ELO as a drive and Disconnect ELO as a drive are offered. To connect a WebDAV network address, click Connect ELO as a 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.

With ELO connection

The example above shows the Desktop work area with the Windows Explorer open and ELO integrated 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 rectangle either minimizes the ELO Desktop Client or returns it to the default 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 fields are shown in list form on the Metadata tab.

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

4 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.

5 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.

6 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 ELO as a drive

With the Connect ELO as a 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 metadata or feed, is only available after logging on.

Disconnect ELO as a drive

With the Disconnect ELO as a drive function, you can disconnect the 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 a field in the ELO metadata. The Assign field dialog box opens. The content control properties are then transferred to the field on filing.

Overview of controls

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

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

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

Status: Various statuses

The ELO Desktop Client recognizes the status of open Microsoft Office documents as well as files in the Windows Explorer and Windows Desktop. In the Desktop work area, the different statuses are indicated in the Status area.

The Not filed status indicates that the document has not been filed to ELO. You can either save the file as a new document or as a new version of the document.

The Found in ELO status indicates that the document selected at the file system level is already filed to ELO. You can replace the selected file with an ELO link, file a new version of a document, or go to the location where the entry is filed in ELO.

Please note: If you open the file from the Windows file system, the ELO Desktop Client can no longer recognize the status due to a lock. In this case, you can either go to the location where the entry is filed in ELO or replace the file with an ELO link. We recommend checking the document out in the client to edit it.

The View status indicates that a document filed in ELO is opened for viewing in an external program. You can check out and edit the document or file it as a new version. Once you have changed and saved the document in an external program, the status switches to In use.

The In use status indicates that a document filed to ELO is currently being edited in a Microsoft Office program. You can check the document in, file it as a new version, or discard your changes.

The In use by a web service status indicates that a document filed to ELO is currently being edited in a Microsoft Office program via a web service. This requires ELO to be connected as a drive.

The Status not recognized status indicates that the Windows user does not have read access to the document, or that an application is blocking read access.