Objective

To transfer a document from the Windows file system straight to ELO. 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 File button (green arrow) to file the selected document to ELO.

The File to ELO dialog box opens.

5. Select the desired target folder.

6. Click OK.

Another dialog box for Filing appears.

7. Select either Move to ELO or Move to ELO and create an ELO link.

The Metadata dialog box opens.

8. Select a metadata form in the Available forms column.

9. Complete the fields in the selected metadata form.

10. 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 filed to ELO. If you select the Move to ELO and create an ELO link option, the file is replaced with an ELO link in the file system.

Alternative via drag-and-drop

You can also file a document from your file system to ELO using drag-and-drop.

Dragging and dropping elements on the tree opens a context menu with the filing functions. User rights are also validated in real time.

If you press and hold the ALT key, the file is saved as a new version.