Open the JobRouter add-in from any e-mail and log in. On the archive page, you will see all the filing masks that have been activated for you. This is where indexing and keywording takes place and the document is uploaded to the JobRouter archive.
Please Note: To ensure that you have full access to the archive storage screens in the add-in, you must be stored as a user in the archive profiles of the JobRouter archive. In addition, you must have the jobfunction specified in the respective add-in storage screens. Please contact your administrator if you are not sure whether these conditions apply.
In the Search field, you can search for a specific storage screen or a word. Only the filing masks that match the search criteria are displayed.
Select storage mask
Click on an archive storage mask to enter the index data.
The input options for the index fields can vary depending on the archive configuration. There are text fields, date selection, selection lists, decimal and integer fields, as well as text areas for large text and password fields.
Fill index fields
Enter the necessary information for indexing. All fields with a red asterisk are mandatory. Click on Upload file to save the e-mail and the selected attachments in the archive. After the upload, you will briefly see a green message "The document has been successfully uploaded".
