• Working with the enaio® client

    Rethinking usability.

Think about the countless hours you or your employees have spent searching for files in your company network. If your organization does not operate an enterprise content management solution, these inconveniences are almost certainly part of your daily work.

Digital workflows save time and prevent frustration, provided the right software is installed.

enaio® gives your organization precisely the digital infrastructure it needs: Documents, e-mails, and even letters and faxes are available across the company and can be retrieved using a full-text search function. Digital workflows facilitate task organization, and extensive archiving functions provide the necessary level of compliance and security.

The enaio® user interface, which is designed for maximum usability, provides these features in a transparent manner. Moreover, it can be flexibly adapted to the needs of departments and employees. Digital workflows facilitate task organization, and extensive archiving functions provide the necessary level of compliance and security.

This page gives you an overview of the core functions of the enaio® client. Use our solution search feature to obtain detailed information on the individual interfaces or areas of application.

Audit-proof archiving

Audit-proof, evidential archiving, authenticity of documentation, and guaranteed compliance with retention periods.

Document management

Combine data, information, and documents in a meaningful way to facilitate productive digital workflows for all authorized employees.

Business process management

Control information relevant to your business processes with the help of workflow management.

Usability

User-defined views and customizable function ribbons – wherever you work.

Audit-proof archiving

The top features offered by enaio® archiving components include audit-proof, evidential archiving, authenticity of documentation, and guaranteed compliance with retention periods.

The audit-proof design is deeply embedded in all processes, including data backup, organization, and control mechanisms.

enaio® stores data and documents in their entirety, organizes them, and ensures they are accurate and traceable. Audit-proof archiving with enaio® ensures that all archived documents are identical in content and appearance with the originals and stores them in an unalterable format. In addition, enaio® guarantees on-time destruction of archived data in accordance with legal requirements.

  • Certified interfaces to popular storage components
  • Can be integrated into leading ERP systems and specialist processes
  • Audit-proof archiving of (official) documents
  • Protection against manipulation by means of electronic signatures
  • GoBD compliance: data retention over ten years, access possible for external data auditors
  • Clear assignment of responsibilities to roles and individual users
  • Optimized transparency, productivity, and process quality
Cabinet levels

Cabinet levels

enaio® objects

enaio® objects

Document Management

enaio® merges data, metadata, and documents to create intelligent objects that contain all information required for efficient work. These, in turn, can be filtered, recombined, or exchanged with other systems as required. You gain full transparency over who worked with which documents and when – and what changes were made.

Users have everywhere/anytime access to data and documents.

Partners, customers, suppliers, or field staff can use the system via the enaio® Web client. All the while, a secure authorization system protects data from unauthorized access.

  • All information available in the company can be used by every authorized employee.
  • Functions such as follow-ups and subscriptions optimize your critical date management.
  • Notes and annotations support communication.
Searching for information via index data

Searching for information via index data

Variant administration

Variant administration

Business Process Management

You can call external business applications from within the workflows and exchange data with them. This allows you, for instance, to easily add an automatic function that compares the data of incoming invoices with information stored in your ERP system.

As enaio® includes a fully integrated workflow management system, the solution delivers a company-wide control platform for your business processes. Business process management (BPM) is about planning, modelling, implementing, and monitoring business processes all the way through to process mining. Information travels digitally through your organization, and work processes are carried out in a structured manner in defined partial steps.

  • Fully digital information flow
  • Structured workflows with clearly defined partial steps
  • Clear responsibilities
Definition of ad hoc workflows

Definition of ad hoc workflows

Multi-instance activities

Multi-instance activities

Usability

The enaio® client is the central user interface of enaio®. This is where you can access the inboxes for workflows, follow-up, and subscriptions. An extensive search function speeds up information retrieval. You can store important documents, queries, folders, or functions in the customizable navigation area.

A number of functions are available for working with image documents: Among other features, you can browse in and between individual documents and rotate, enlarge, move, or adjust photos.

What makes the enaio® client stand out is that you can easily adapt the user interface to your individual needs. All data is presented clearly; lists can be filtered and sorted.

  • Convenient document history function
  • Extensive search and retrieval functions
  • Support of various data sources, e.g., scanned incoming documents, fax, photo, or graphics
  • Preview e-mails, XML files, Microsoft Office documents, PDF, HTML, and text files directly – without the need for an external program
  • Easy access to important functions thanks to a clear ribbon design based on MS Office
Setting up the workstation

Setting up the workstation

Ribbons

Ribbons

  • We opted for OPTIMAL SYSTEMS due to its free adaptability, simple operation, and the wealth of functions offered.

    Andreas Blank
    Project Manager
    Develey Senf & Feinkost GmbH
  • The OPTIMAL SYSTMS product fits very well into our complex IT environment. Not only did the Berlin-based company convince us with their powerful ECM system, they also made the most professional offer that included extraordinarily extensive, detailed, and clear documentation.

    Elke Bülte
    IT Project Manager
    Gerry Weber International AG
  • The ECM suite from OPTIMAL SYSTEMS stood out due to its strong usability and a well-rounded, innovative range of functions.

    Stefan Hoser
    IT Project Manager
    Mediengruppe Pressedruck