The client has the following work areas: My ELO, Repository, Search, Tasks, Intray, Clipboard, and In use.

The work areas are explained in the following section:

My ELO

The My ELO work area is on the home screen when you open ELO. Tiles on the left-hand side provide access to the main areas in ELO.

Open the My ELO work area using the button at the bottom left of the screen.

Feed posts related to different entries are displayed under the News tab. For example, you will see posts from subscribed feeds or posts you were mentioned in by another user. You will also find an overview of your workflows as well as current hashtags.

Information: If you don't see any posts in the My ELO work area, check your filter settings. It is possible that there are no posts for the selected period (under New since).

The Recently used documents contains a list of documents that you recently viewed or edited.

You can find more information in the

Repository

The Repository work area is the central work area of the client. This is where you manage your documents and data. For example, you can create new documents and folders, open documents in read-only mode, or send documents in different formats.

For more information, refer to the chapters

Search

In the Search work area, you can search for files and documents in ELO. The search results are displayed here. You can create search views and search favorites. For more information, refer to the

Tasks

The Tasks work area contains an overview of your workflows and reminders. The functions of the Tasks tab are used for editing workflows and reminders. This tab contains options for starting and editing workflows, and provides an overview of your existing tasks.

The tasks are sorted according to their priority: A (high), B (medium), and C (low). Overdue tasks are denoted with a red icon with a white exclamation mark. New unread tasks are denoted with a green dot. You can mark a task as unread via the context menu (right-click).

Information: With the default settings, you can't mark group and substitution tasks as read. However, you can enable this option under Configuration > Display > Task list display options > Mark group task as read.

You can create additional views for the Tasks work area. With the filter function, you can show a part of the tasks in each of the views. You can define different views so that you are only shown reminders or workflows, for example. Use the function New view (on the Ribbon > View).

Intray

The Intray is the central work area for incoming documents. You can drag any document onto the Intray work area. Documents are usually filed to the ELO repository via the Intray work area. Other documents are dragged and dropped directly to ELO.

Before you file documents to ELO from the Intray work area, you need to enter metadata for the documents. You can also apply metadata automatically. Alternatively, you can specify the filing location in a dialog box every time you file a document.

You will find the scan functions in the Intray work area. Scanning is an important medium for filing documents to ELO.

Clipboard

The Clipboard work area is where you can temporarily store documents and folders. You can also use it create a kind of favorites list.

In use

The In use work area displays all the documents and folders you have checked out for editing. Entries in the In use work area are locked for all other users.