Solution: Integrating enaio® into Microsoft applications
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.
OPTIMAL SYSTEMS has been a Microsoft Gold Certified Partner for many years.
enaio® seamlessly integrates into any Microsoft environment.
Your employees continue to work in the Microsoft environment that is familiar to them.
Word and Excel documents can be created, edited, and archived in enaio®.
Directly add suitable index data to your Word document to ensure optimal archiving.
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:
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
Discover the new possibilities of collaborative working with our interface to Microsoft 365!
You can easily create and edit documents from Microsoft 365 Office applications in enaio® and then store them in the enaio® folder system. Using the new enaio® dashlet and the corresponding editor, you can open or create the desired Word, Excel or PowerPoint document and edit it either alone or together with other users – directly in real time.
The documents can be shared and released for editing via Microsoft Teams. To do this, a token is created in enaio® and inserted into Microsoft Teams. The documents remain securely stored in the specified location at all times. Files that are shared in Microsoft Teams can also be archived directly in enaio®.
Discover the perfect combination of ECM technology and Microsoft 365 and Microsoft Teams for even more productive processes.
enaio® provides targeted support to help you keep track of your contacts and e-mails from all places, at all times. Microsoft Outlook integration with Exchange offers a wide range of solutions for optimally interlinking business-relevant e-mails with processes in the company.
E-mail management with enaio® goes far beyond audit-proof archiving of e-mails and their attachments: enaio® enables you to carry out comprehensive information lifecycle management that lastingly reduces the workload of your e-mail infrastructure and significantly accelerates work processes.
enaio® & Microsoft Dynamics 365 Business Central
Microsoft's enterprise resource planning system supports companies in managing budgeting, bank reconciliations and project calculations. With enaio®, the associated invoice receipt and approval processes are noticeably simplified and accelerated. Documents can be scanned, classified and filed in no time at all – an overview is guaranteed.
enaio® & Microsoft Dynamics 365 Finance
As an ERP solution for a wide range of business functions, Finance offers numerous tools for process automation, budget control and financial planning. Making the large number of resulting documents available in a structured manner at all times and integrating them seamlessly into the Microsoft world: This is what the enaio® ECM solution offers. Including access control and revision security.
New system, same structure. To make the transition to the enaio® ECM system easier for your employees or to avoid having to recreate existing filing structures, we offer the option of simply transferring them 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
Windows 11, the latest generation of Microsoft's operating system, was launched at the beginning of October 2021. enaio® 10.0 offers a direct link to the latest Windows release so that enaio® users can continue to work in their familiar working environment.
The following Windows Editions and Office versions are supported:
With Windows Data Center 2022, Microsoft is also offering an update of its server operating system for use in modern data centers. This allows enaio® users to benefit from using their Microsoft applications in virtualized environments.
The decision to opt for software from OPTIMAL SYSTEMS was made following an extensive selection process. The flexibility of the software and the ability to adapt the solution to the individual requirements and needs of the media group played a major role.
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