Solution: Integrating enaio® into Microsoft applications

enaio® Adapts to Your IT Environment

Expand Microsoft Office and similar in a targeted way with ECM

enaio® seamlessly integrates into your Microsoft-based IT infrastructure and expands it by adding useful features for archiving emails and business documents, document management, mobile working, and much more. In the process, enaio® adapts to your employees’ way of working – not the other way around.

Records management and archiving from a single source
enaio® always keeps your document stock clean, thus enabling meaningful archiving

Ein elektronisches Archiv braucht keinen Regalplatz, digitale Dokumente sind überall sofort zur Hand und der Zugriff darauf lässt sich überprüfen. Damit eine ordnungsgemäße Aufbewahrung sichergestellt wird, regeln zahlreiche Vorschriften und Gesetze, welche Inhalte auf welche Weise und für welchen Zeitraum aufbewahrt werden müssen. Beim digitalen Archivieren mit enaio® lassen sich beispielsweise die Vorgaben der GoBD einfach umsetzen.

  • Raum für Archive, Papier und Zeit sparen
  • Schneller Zugriff auf Dokumente und Informationen
  • Erhöhte Auskunftsfähigkeit intern und extern
  • Sicherer Schutz durch Zugriff nur für berechtigte Mitarbeiter
  • Revisionssicherheit durch lückenlose Nachvollziehbarkeit bzw. Dokumentation

Gold-certified

OPTIMAL SYSTEMS has been a Microsoft Gold Certified Partner for many years.

Seamless integration

enaio® seamlessly integrates into any Microsoft environment.

Widely accepted

Your employees continue to work in the Microsoft environment that is familiar to them.

enaio® meets Office

Word and Excel documents can be created, edited, and archived in enaio®.

Add additional features to Office

Directly add suitable index data to your Word document to ensure optimal archiving.

enaio® and Microsoft: A Profitable Partnership

enaio® for Microsoft Office: Perfectly linked

enaio® is closely linked with Microsoft Office, which allows work processes to be significantly accelerated. Your employees can directly create, manage, and open Office documents in enaio®, as well as archive them in an audit-proof way in enaio® directly from the Office programs.

They receive company-wide access to all documents for which they have authorization. You can always use a full range of ECM features for all your work. Office integration includes:

  1. Professional document management in connection with MS Office
  2. Simple collaboration across departments
  3. Automated data transfers
  • Audit-proof archiving of all Office documents
  • Display and management of metadata, editing histories, and document versions
  • Access, distribution, and storage options in the company network
  • Centralized management of templates in the ECM system
  • Direct transfer of metadata, text blocks, and documents from enaio® to Office
  • Automated data transfer for document or form letter creation
  • Bidirectional data exchange from enaio® to Office and vice versa

enaio® for Groupware: Outlook & Exchange

  • Mapping Outlook inboxes in enaio®
  • Mapping ECM filing structures in the e-mail client
  • Rules-based, automatic, or drag & drop mail filing and archiving, including attachments
  • Comprehensive e-mail search in enaio® from Outlook
  • Company-wide access to archived e-mails

Conveniently Connecting the Windows File System with enaio®

New system, same structure: In order to make it easier for your employees to transition to the enaio® ECM system and prevent the need to re-create existing filing structures, we offer an easy option to transfer existing structures to enaio®.

Alternatively, you can simply remain in your familiar Windows work environment and use the various different enaio® features from there. Their integration and automated synchronization of stored favorites make this possible.

  • Import directory structures from the file system into the ECM system
  • Automated transfer of index data such as folder/file status, write protection, creation date, etc.
  • Transfer enaio® favorites into the Window file system, including ECM features
  • Original files are located in the ECM system

  • “We succeeded in boosting the efficiency of our central business processes. At the same time, we were able to improve our ability to provide information to our customers as well as to our suppliers.”

    Peter Schöttl
    Managing Director
    Mayer Maschinenbaugesellschaft mbH