# File entries via the Intray

Information

The Intray work area and the functions in this chapter are only available in the ELO Java Client.

The Intray is the central work area for incoming documents. You can drag any document into this work area and file it to ELO from there.

Alternatively, you can scan in new documents using the Scan pages or Scan documents functions. See the Scan documents chapter for more information on this option.

You can edit documents in this work area with the following functions.

# Join pages

Use this function to join multiple TIFF or PDF files into a multi-page file in the Intray work area.

Information

Annotations on the files are applied to the resulting document.

Method

  1. Hold down the CTRL key and select each document in the Intray in turn.

    The topmost selected document will be the first page of the new document.

  2. Select File > Join pages on the ribbon.

Result

The individual pages are merged into one document.

Outlook

Use the Split pages function to separate a multi-page TIFF or PDF document into individual pages. The pages are numbered as individual documents in the Intray work area. The original is removed.

# Join (separator pages)

Available in: Intray > Ribbon > File > Join

Information

This function is only available for TIFF and PDF files.

Information

Annotations on the files are applied to the resulting document.

You need this function for scanning documents with multiple pages. To select the start and end of a document, add separator pages to the stack during scanning.

Use empty pages or pages with a black bar as separator pages. You can print the separator pages via File > Scan > Scan profiles.

If the Join (separator pages) function is enabled, the separator pages are automatically recognized and the documents are merged into multi-page documents.

You will find the settings for the merge options on the Ribbon > User menu [your name] > Configuration > Advanced settings > Separator page recognition.

# Serial filing

This enables you to file multiple documents with the same metadata to ELO.

Requirements

There are several documents without metadata in your Intray.

Method

  1. Open the Intray work area.

  2. Select multiple documents by holding down the SHIFT key.

  3. Select Ribbon > File > Filing > Serial filing.

    The Metadata for new document dialog box opens.

  4. Define the settings for serial filing. For example , you can use variables to assign a consecutive number (##) during filing.

    Information

    You can find the possible variables in the tooltip menu below the short name.

  5. Select OK.

    The Serial filing dialog box appears.

  6. Choose the folder in ELO that you want to file the documents to.

    The following functions are available:

    • New folder
    • Add: Creates a new favorite. The favorites are listed under your Favorites and enable you to quickly select a filing location.
    • Delete: Removes a previously selected favorite.
  7. Select OK.

Result

The documents are filed to ELO.

# Add pages

You add a TIFF or PDF document selected in the Intray work area to a document in the Repository work area.

Method

  1. Select a TIFF or PDF document in the Intray work area.

  2. Select File > Filing > Attach pages.

    Alternatively: Drag a TIFF or PDF file to the repository and drop it on another TIFF or PDF document.

    'Attach pages' tab

    The Attach pages tab appears.

  3. Select the TIFF or PDF document in the Repository work area that you want to attach the pages to.

  4. To attach the original document at the beginning or end of the target document, select Attach to front or Attach to back.

Result

The pages are added to the selected place.

# Send to another Intray

Available in: Intray work area > Ribbon > File > Transfer

This function enables you to send a document to one or multiple users. You can select whether to keep a copy of the document in your Intray after sending.

Last updated: July 25, 2024 at 1:22 PM