# Basics

# What is the ELO Desktop Client?

As a sidebar, the ELO Desktop Client is always docked to your desktop and monitors the active window. When it detects a supported application, ELO becomes active. Depending on the application, the ELO Desktop Client offers a wide range of ELO functions. It supports Microsoft Office applications, Windows Explorer, and the Windows Desktop. You can dock ELO on the left or right side of the desktop.

# Target audience

This documentation is aimed at users of the ELO Desktop Client. Administrators can use the ELO Desktop Client administration (opens new window) manual.

The scope of functions presented in this documentation may differ greatly from those in your ELO repository.

If you do not find functions described in this documentation in ELO, you do not have permission to perform the action.

# Operating system

In this documentation, the functions and examples are shown based on a Microsoft Windows operating system.

The ELO Desktop Client is designed for use on a Microsoft Windows operating system.

# Getting started

If you have no previous experience with ELO, the following chapters are a good place to start:

# Structure of the documentation

The goal of this documentation is to explain the functions of ELO. It also presents ELO Desktop Client Plus and its functions.

Basics

The first chapter contains general information about using the documentation and an overview of the chapter contents.

Program interface

This chapter contains an introduction to the program interface and a description of all work areas.

Navigation and use

This chapter provides information about the basics of using ELO.

Accessibility

This chapter contains information about the accessibility features in ELO.

Important components

This chapter contains a description of important components.

Important actions in detail

This chapter provides descriptions of some important actions with instructions and explanations.

Functions

The remaining chapters cover the functions that are not described in the Important actions in detail chapter.

ELO Desktop Client Plus

This chapter explains the additional functions in ELO Desktop Client Plus. This requires an appropriate license.

# Which chapter(s) should I read if I...

# want to personalize ELO?

Tile navigation

Toolbars

General settings

Personal settings

# want to create entries?

Folders

Documents

Metadata

# want to update entries?

Edit documents

Load new version

# want to create tasks?

Information

The functions for creating tasks are only available in ELO Desktop Client Plus.

Workflows

Reminders

# want to edit tasks?

Information

The functions for processing tasks are only available in ELO Desktop Client Plus.

Workflows

Reminder

# want to keep track of changes in ELO?

My ELO

Search

# want to output information from ELO?

Entries

# want to search for entries?

# want to structure the repository area?

# want to file e-mails?

# Start ELO

'Login' dialog box

Connect to ELO via the Login dialog box.

Method

  1. Enter your ELO logon information.

    Information

    If you have forgotten your password, contact your system administrator.

    The following options are available:

    • Show logon options

    • Log on with the Windows user: The Windows account and Windows password are entered automatically. SSO (single sign-on) has to be set up in Windows first.

    • Save password: You are logged in automatically the next time you start ELO. You can save the password for each profile. To see what passwords have been saved, go to the Administration > Profile management in the configuration and select the key icon. You can also remove passwords here.

    In the Repository area, you will see the name of the connected ELO repository. A checkmark next to the profile name indicates that the repository is available.

  2. Select Log on.

Result

A connection has been established with the ELO repository. The tile navigation opens.

Last updated: July 29, 2025 at 10:36 AM