Documents

Documents are always attached to records in F2, and you work with documents via the record. Attached documents include Word, Excel, and PDF files. You have different options of attaching documents.

Each record has a record document that you can edit in the record window’s editing pane.

Use the "Documents" menu group in the record window’s ribbon to access functions related to working with the record’s attachments.

The record’s document area

To the right of the record metadata fields is the document area which shows any documents attached to the record. When a document is selected from the document area, a preview is shown in the record editor pane. A document is edited by double-clicking on it, which opens its associated programme.

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Figure 1. Document area

The order of the documents listed in the document area can be changed by dragging one document to a location above or below another. This is useful to ensure the correct order of the attachments when printing the entire record as a PDF file.

Expand document area

You can expand the document area pane by clicking Expand documents in the bottom of the area.

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Figure 2. Expand document area

To minimise the pane, click Collapse documents.

You can adjust the width of the document area by clicking and dragging the grey separator left or right. By default, a given record window’s document area retains the width you chose the last time you adjusted a record of the same type. This can be deactivated for each record view type in the “Setup” dialogue.