# Basics

With the ELO app, you can access your company's ELO repository using a mobile device. The app offers quick access to your documents and all associated details. You can capture and file documents while out of the office and search for information in ELO.

The ELO app does not replace the desktop version of ELO, but is designed to complement it. To get the most out of the ELO app, you should already be familiar with the basic functions of ELO software as well as your device.

The ELO app is optimized for use on tablets in landscape mode. This manual explains how to use the app with a tablet. It may look different on your device.

# Installation and getting started

# Requirements

The following requirements apply for the installation and use of the ELO app:

Android 8.1 or higher installed on the mobile device
ELO Web Client 20.10 or higher installed on the ELO server and configured for use on the Internet. For more information, refer to the ELO Web Client Internet Access developer documentation.
Active Internet connection for unrestricted functionality.

Please note

HTTPS is essential for secure communication, as sensitive data is sent over the network. Without SSL/TLS encryption, third parties could intercept this data.

# Install app

You will find the ELO app in the Google Play Store.

Method

Tap Install to begin installation.

Result

The app is installed on your device automatically.

# Start app

Method

To start the ELO app, tap the app icon on your device's start screen.

Result

The ELO app starts.

# Create profile

When starting the app the first time, you will be asked whether you want to create a demo profile or log on with an existing profile.

You can use the demo profile to familiarize yourself with the app. The demo profile has restricted functions without write rights. To create a demo profile at a later point in time, tap the CREATE PROFILE button in the action bar of the Configuration dialog box.

To access your company repository, you need to set up your ELO account in the ELO app. Tap Log on with existing account. You can find more information in the section Add profile.

# Language

The ELO app automatically uses your device's language settings. If the ELO app does not support your language, it uses English as the default.

# User interface

This documentation describes the user interface in landscape mode on a tablet. It may look different on your device.

The user interface may differ depending on the work area and the function being used.

# Layout

The user interface is divided into two main areas: the list view and the viewer pane.

User interface

1 Menu (button with three dots): Opens the tile navigation.

2 Menu bar: Depending on the context, it shows the active profile, the selected document, or a search field.

3 Action bar: In this area, you can call various functions.

4 Viewer pane navigation bar: Shows different tabs such as Content, Feed, or Search settings depending on the entry selected and function performed. The current tab is highlighted in blue.

5 Viewer pane: Shows a preview of the selected entry and detailed information.

6 List view: Shows the documents and folders available at the selected level.

7 List view navigation bar: The tabs show the levels of the Repository work area. The current level is highlighted in blue.

The ELO app has different work areas. The tile navigation contains an overview of the work areas. From here, you can switch to other work areas and open the Configuration dialog box.

Information

Administrators can restrict which work areas users are able to see via the ELO Administration Console.

You can access the tile navigation from the menu (button with three dots) or by swiping your finger from the left towards the right edge of your screen.

Tile navigation

The tile navigation contains the following work areas:

My ELO: Shows news from subscribed feeds as well as information on tasks and workflows.
Repository: Contains all folders and documents that you can access.
Clipboard: The Clipboard work area is a temporary list of documents and folders.
Tasks: This work area contains your tasks and workflows.
Search: Enables you to look for specific entries in ELO.
Offline: You can download entries to your Offline area to make them available on your device.
Data sets: Data sets are saved temporarily here. Depending on your settings, they are uploaded to the Repository work area as soon as your device is connected to the Internet.

Information

Administrators can add new work areas with embedded web pages to the tile area via ELOwf > App Manager > Add Client Info.

From the tile navigation context menu (button with three dots), you can go straight to the configuration or the ELO in-program help .

The tile navigation context menu contains the following items:

Background processes: Here, you will find an overview of running background processes. Background processes are started when forms are loaded or data is copied, for example.
Configuration: In the Configuration dialog box, you can adjust the settings for the ELO app.
About: Here, you will find information about the ELO app, such as the version number.
Help: Tap the Help button to open the ELO in-program help in an external browser.
Company Information: This button opens the Company Information.
Privacy Policy: You will find the Privacy Policy here.

When you first start the app, you will be in the Repository work area.

# Change folder

Method

To switch to another folder, tap the folder you want to open in the list view.

A new tab appears in the list view navigation bar with the folder you opened. The tab of the current folder is marked in blue.

You can now access the entries in this folder.
To switch between the folders, tap a tab in the list view navigation bar.

Alternative: Swipe left or right to switch between the folders.

# Scroll

If it is not possible to display all entries at once, you can scroll up and down in the list view, viewer pane, menus, and dialog boxes. Swipe up or down on the screen to scroll.

# Go to

The GO TO function takes you straight to the location of a document or folder in the Repository work area. The folder that contains the entry opens.

You will find the GO TO button in the context menu for all work areas except for Data sets.

# Show details

You can display detailed information on folders and documents in the viewer pane.

To view detailed information about folders or documents, tap the information icon next to the entry in the list view.

Alternative: To show the detailed information for documents, tap the entry in the list view.

The detailed information is then displayed in the viewer pane, along with any margin notes and attachments.

# Tabs in the viewer pane

Depending on the selected work area, the viewer pane navigation bar will contain different tabs:

Content: In this tab, you will see a preview of PDFs, scans, and image documents. You will also see the metadata for the selected folder or document as well as margin notes and options.
Feed: The feed documents changes made to entries. You can create and comment on posts. You can also open the entry's metadata.
Search settings (only in the Search work area): You can customize your search here.
Saved values (only in the Data sets work area): Shows information on a data set.

# Switch between tabs in the viewer pane

You can switch between the different tabs. The current tab is underlined in blue.

Method

Tap the tab you want to open in the viewer pane navigation bar.

Alternative: Swipe left or right to switch between the tabs.

Result

The selected tab is underlined in blue in the navigation bar of the viewer pane.

# Show/hide additional detail areas

On some tabs of the viewer pane, the detail areas are hidden for optimized display. Initially, you only see the names of the available detail areas (e. g. Form and Options). You will recognize detail areas you can hide or show based on the up or down arrow icon. To show or hide details, tap the detail area.

# Show e-mails

In the Message detail area in the viewer pane, you will see a text preview of filed e-mails.

If an e-mail filed to the repository contains attachments, you will find them in the Attachments detail area.

Method

To open an attachment, tap the eye icon to the right of the attachment.

Information

An application for opening the attached files must be installed on your Android device.

Result

The attachment is opened in an external application.

Use the Android Back button to return to the ELO app.

You can call up additional functions for individual documents or folders via the context menu. Various functions are available depending on the type of entry and work area.

Information

Administrators can restrict which functions users are able to see via the ELO Administration Console.

Method

Tap the context menu (button with three dots) next to an entry in the list view.

Alternative: Long tap the desired entry and until the context menu appears.

The selected entry is highlighted in blue. The context menu appears in the menu bar.
Tap the function you want to use.

Result

The function is performed.

# Call additional functions

Buttons from the main action bar may be moved to a drop-down menu depending on the width and orientation of the screen used. You can open them from the menu (button with three dots).

Method

Open the context menu for an entry (button with three dots).
In the context menu, tap the menu (button with three dots).

A drop-down menu appears.
Tap the desired function.

Information

Some Android devices have a menu key. In this case, the menu (button with three dots) is not displayed, but replaced by the menu key on your device.

# Multiple selection

In the list view, you can select multiple entries at once.

Method

Open the context menu for an entry (button with three dots).
In the list view, tap the entries you want to select.

Result

The selected entries are marked in blue.

In the menu bar, you will see how many entries you have selected and what functions are available for selection.

# Refresh view

Tap the REFRESH button to refresh the list view in the selected work area.

You will find the REFRESH function in the context menu.

# Configuration

In the Configuration dialog box, you can change the general settings for all profiles as well as individual settings for each individual profile. You can open the configuration from the context menu for the tile navigation.

# General: Configuration for all profiles

When you open the configuration, you will see the area General: Configuration for all profiles. This is where you define settings that apply for all profiles.

You can make the following settings:

Log file: If this option is enabled, a log file is created on the device's external storage.
View log file: To open an existing log file, tap View log file.
Notify support: To send an e-mail to ELO support in an external application, tap Notify support. If a log file is available, it will be attached.
Delete log file: Tap Delete log file to delete an existing log file.

# Individual profile settings

In addition to the general settings, which apply to all profiles, you can also apply settings for an individual profile.

Method

Tap the profile you want to make the settings for.

Result

The submenu for the selected profile appears. The selected profile is highlighted in blue. You can make the following settings:

# Local storage

Use external storage: Choose whether local files should be saved to an external storage medium, such as an SD card, or to the internal storage of the device. Externally saved files are available to other programs and users.

Please note

All local data is deleted when changing the storage location. This includes entries in the Offline and Clipboard work areas and data sets that have not yet been transferred to the repository.

Storage location for local data: If the Use external storage option is enabled, you can select a storage location (e.g. an SD card) for the local data.

Delete local data: Tap Delete local data to remove all data stored on the device or the external storage.

# Cache

Delete cache directory: Tap Delete cache directory to delete all cache files of the active profile.

# Network

Automatic data set filing: Decide when data sets are automatically filed to ELO. Tap to open the following options:

With any connection: The data sets are transferred as long as the device is connected to the Internet.
Only over Wi-Fi: The data sets are only transferred if a Wi-Fi connection is established.
No automatic filing: The data sets are not filed automatically.

# Metadata

Before you can enter metadata for new folders or documents in the ELO app, your administrator has to create a form and link it to the metadata form.

Information

If a form has not been assigned to the metadata form, the ELO app loads a default form with the fields Short name, Document date, and Extra text. If a metadata form contains mandatory fields, your administrator will have to create a form and link it to the metadata form so it can be selected in the ELO app.

Enter metadata on filing: If you create a new folder or add a file, you can enter metadata for the entries directly. There are different options for entering metadata for new folders and documents. Tap to open the following options:

Always use the form: If this option is enabled, you will always see a metadata dialog box when filing documents. The form assigned to the metadata form is used to enter the metadata. If a form has not been assigned, the system uses the default form with the Short text, Document date, and Extra text fields.
Only for metadata forms with form: If this option is enabled, the metadata form will only appear if the selected metadata form is linked to a form. If a form has not been assigned, the new entry is automatically filed with the default form. The default form contains the Short text, Document date, and Extra text fields.
Do not enter metadata: If this option is enabled, no metadata dialog box opens. The new entry is automatically filed with the default form. The default form contains the Short text, Document date, and Extra text fields.

Enter metadata on serial filing: There are different options for entering metadata when filing multiple documents. Tap to open the following options:

Always use the form: If this option is enabled, you will always see a metadata dialog box when filing documents. The form assigned to the metadata form is used to enter the metadata. If a form has not been assigned, the system uses the default form with the Short text, Document date, and Extra text fields.
Only for metadata forms with form: If this option is enabled, the metadata form will only appear if the selected metadata form is linked to a form. If a form has not been assigned, the new entry is automatically filed with the default form. The default form contains the Short text, Document date, and Extra text fields.
Do not enter metadata: If this option is enabled, no metadata dialog box opens. The new entry is automatically filed with the default form. The default form contains the Short text, Document date, and Extra text fields.

# Task settings

Sort order of the tasks lists: Choose how your tasks should be sorted. Tap to open the following options:

Date/Priority/Name
Name/Priority/Date
Priority/Date/Name

Show group tasks: Choose whether group tasks should be displayed.

Show substitution tasks: Choose whether substitution tasks should be displayed.

Show escalations: Choose whether to display escalations for tasks.

# Search settings

Specify which fields to include during a search. The following fields are available:

Short name
Extra text
Fields
Full text

# Add profile

To access your company repository, you must connect the ELO app to the repository. You need to set up a profile for this.

Please note

You can only connect a profile to one repository at a time. To access different repositories, you need to create multiple profiles.

The following options are available for setting up a profile:

If you want to create a profile for yourself, use the ADD PROFILE function.
If you want to create a profile for another person as the administrator, use:
- either an eloprofile file
- or Mobile device management.

# 'ADD PROFILE' function

If you want to create a profile for yourself, use the ADD PROFILE function.

You can choose between the following options:

Manual logon
Automatic logon with ELOauth

Method

Open the configuration via the Tile navigation > Context menu.

The Configuration dialog box opens.
Tap ADD PROFILE to create a new profile.

The Add profile dialog box opens.
Select the Manual logon option.
Enter a name for the repository in the Profile name field. You can choose any name you like.
Enter the ELO Web Client URL for the repository you want to connect to the Web Client URL field. You must use the following pattern:

http(s)://<server name>:<port name>/ix-<repository name>/plugin/de.elo.ix.plugin.proxy/web
Enter your ELO user name to the Username field.
Enter your password to the Password field.
Tap SAVE.

Result

The new profile is now connected to the ELO repository. You can tell that the profile is active by the orange person icon. If you want to use another profile, you have to activate it first.

Alternative

You can also create a profile with an .eloprofile file. This file contains the profile data in JSON format:

{
    "name": "<repository name>",
    "server": "http(s)://<server name>:<port name>/ix-<repository name>/plugin/de.elo.ix.plugin.proxy/web",
    "user": "<user>",
    "password": "<user password>"
}

Send the eloprofile file to your mobile device, e. g. as an e-mail attachment. Select the ELO app to open the profile file. The profile is created automatically. To use the profile, you have to enable it. You can tell that the profile is active by the orange person icon.

# Create profile with ELOauth

If you want to create a profile for yourself, use the ADD PROFILE function.

Method

Open the configuration via the Tile navigation > Context menu.

The Configuration dialog box opens.
Tap ADD PROFILE to create a new profile.

The Add profile dialog box opens.
Select the Automatic logon with ELOauth option.
Enter a name for the repository in the Profile name field. You can choose any name you like.
Enter the full ELOauth URL with ClientUrl and ConfigId. You must use the following syntax:

http(s)://<server name>:<port name>/ix-<repository name>/plugin/de.elo.ix.plugin.auth/login/?clientUrl=Mobile&configId=<ConfigId>

ConfigId is the ID of the configuration that should be used. You can read further information about ELOauth in the documentation ELOauth Plug-in (opens new window).
Tap SAVE.

Result

The new profile is now connected to the ELO repository. You can tell that the profile is active by the orange person icon. If you want to use another profile, you have to activate it first.

Alternative

You can also create a profile with an .eloprofile file. This file contains the profile data in JSON format:

{
"name": "<Repositoryname>",
"eloauth-url": "http(s)://<server name>:<port name>/ix-<repository name>/plugin/de.elo.ix.plugin.auth/login/?clientUrl=Mobile&configId=<ConfigId>"
}

Outlook

After creating the profile, a dialog box appears to log on to the app. Tap the button to log on. You will be forwarded to a browser window from which you can log on to ELOauth.

After successfully logging on, the profile appears in the list of profiles in the ELO app. This profile has the user name of the user who is logged on and the profile name that was specified when creating the profile.

If the ELO session has expired, log on again using the button. If you specify that you want to stay logged on, you don't have to enter your data again.

# Mobile device management (MDM)

If you want to create a profile for another person as the administrator, you can use a mobile device management system.

To transfer user profiles to a mobile device, information, such as the server URL, has to be entered in the mobile device management system via a JSON editor. The JSON template for entering repository values is loaded right from the app. All you have to do is replace the variables with the relevant data.

Please note

This data is saved on the device unprotected. This means you should not enter any passwords or other sensitive data here.

Taking Microsoft Intune as an example:

JSON editor Microsoft Intune

If the template is not loaded automatically, you can enter it manually in the editor.

Please note

You need the current ELOauth plug-in to use this template.

<?xml version="1.0" encoding="utf-8"?>
<restrictions xmlns:android="http://schemas.android.com/apk/res/android">
    <restriction android:key="account_configuration_list" android:title="@string/restriction_account_configuration_list" android:restrictionType="bundle_array">
        <restriction android:key="account_configuration" android:title="@string/restriction_account_configuration" android:restrictionType="bundle">
            <restriction android:key="account_name" android:title="@string/accountdetails_profile" android:restrictionType="string"/>
            <restriction android:key="account_server" android:title="@string/accountdetails_serverurl" android:restrictionType="string"/>
            <restriction android:key="account_eloauth_url" android:title="@string/accountdetails_eloauthurl" android:restrictionType="string" />
            <restriction android:key="account_user" android:title="@string/accountdetails_username" android:restrictionType="string"/>
            <restriction android:key="account_password" android:title="@string/accountdetails_userpwd" android:restrictionType="string"/>
            <restriction android:key="account_delete" android:title="@string/accountdetails_account_delete" android:description="@string/accountdetails_account_delete_desc" android:restrictionType="bool" android:defaultValue="false"/>
            <restriction android:key="account_keep_user_password" android:title="@string/accountdetails_keep_user_password" android:description="@string/accountdetails_keep_user_password_desc" android:restrictionType="bool" android:defaultValue="false"/>
        </restriction>
    </restriction>
</restrictions>

# Edit profile

If settings on the ELO server or your user data change, you may be required to edit the profile.

Please note

Making changes to a profile deletes all local data on the mobile device. This includes entries in the Offline area, the Clipboard, forms, and form data sets that have not been transferred to the repository.

Information

You cannot change your password in the ELO app. You can change your password in the ELO Java Client or the ELO Web Client.

Method

Open the configuration via the Tile navigation > Context menu (button with three dots).

The Configuration dialog box opens.
Tap the context menu (button with three dots) for the profile you want to edit.

The context menu opens.
Tap EDIT in the context menu.

The Add profile dialog box opens. The fields show the data for the selected profile.
Make the desired changes.
Tap SAVE.

Result

The changes are applied in the ELO app. If the logon information is correct, you can access the repository again.

# Change profile

You can create multiple profiles in the ELO app. You can tell that the profile is active by the orange person icon. If you want to use another profile, you have to activate the profile first.

Method

Open the configuration via the Tile navigation > Context menu.

The Configuration dialog box opens.
Tap the context menu (button with three dots) for the profile you want to activate.

The selected profile is highlighted in blue.
Tap SET PROFILE TO ACTIVE.

Result

The selected profile is assigned the icon for the active profile (orange person icon). The profile is now active.

# Delete profile

You can also delete profiles that you no longer need.

Method

Open the configuration via the Tile navigation > Context menu.

The Configuration dialog box opens.
Tap the context menu (button with three dots) for the profile you want to delete.

The context menu opens.
Tap DELETE PROFILE in the context menu.

The Delete profile dialog box appears.
To delete the profile, tap YES.

Result

You have deleted the profile.

# Reconnect profile

To reconnect the active profile to the repository, use the RECONNECT PROFILE function. This function establishes a new connection to the repository and reloads all caches and data set forms.

Method

Open the configuration via the Tile navigation > Context menu.

The Configuration dialog box opens.
Tap the context menu (button with three dots) for the profile you want to reconnect.

The context menu opens.
Tap RECONNECT PROFILE in the context menu.

Result

This reloads the connection.

Basic functions →

# Basics

# Installation and getting started

# Requirements

# Install app

# Start app

# Create profile

# Language

# User interface

# Layout

# Tile navigation

# Tile navigation context menu

# Navigation

# Change folder

# Scroll

# Go to

# Show details

# Tabs in the viewer pane

# Switch between tabs in the viewer pane

# Show/hide additional detail areas

# Show e-mails

# Context menu

# Open context menu

# Call additional functions

# Multiple selection

# Refresh view

# Configuration

# General: Configuration for all profiles

# Individual profile settings

# Local storage

# Cache

# Network

# Metadata

# Task settings

# Search settings

# Add profile

# 'ADD PROFILE' function

# Create profile with ELOauth

# Mobile device management (MDM)

# Edit profile

# Change profile

# Delete profile

# Reconnect profile