Personal setup

The following icons can be added to or removed from the computer’s desktop:

Read more about checking documents in and out.

Here it is possible to determine which access level F2 assigns to imported emails.

Read more about access levels in F2.

Tick this box to automatically set the record as complete when archived if you are responsible for the record.

Tick this box to automatically open the dialogue below when you click Archive.

Tick this box to automatically remove the record from “My Inbox” and “My Desktop” when you move the record to a folder.

Tick this box to automatically set the record to complete when moved to a folder if you are responsible for the record.

Tick this box to automatically open the dialogue below when you move a record to a folder.

Choose one of the following access rights for supplementary units or users when they are added to a record:

Read more about access rights.

If this box is ticked, you must click on Show preview to preview the record’s attached documents.

If the box is unticked, F2 automatically shows a preview of the record’s attached documents.

Tick this box to display the number of notifications on the F2 icon in the computer’s taskbar.

If this box is ticked, the F2 icon flashes when you receive a new record in your personal inbox.

If this box is ticked, the F2 icon flashes when you receive a new record in one of your unit inboxes.

Tick this box to show the “Close cBrain F2?” dialogue when closing F2.

Specify the maximum number of search results to display in the result list when a search is performed.

F2 shows the number of results on the blue status bar in the bottom left corner. If search results have been limited to e.g. 300, F2 shows no more than 300 results even if the actual number of results is greater.

Specify the number of search results to display when a search is performed in the participant register.

F2 shows the number of results on the blue status bar in the bottom left corner. If search results have been limited to e.g. 1000 participants, F2 shows no more than 1000 participants even if the actual number of search results are greater.

If this box is ticked, a warning appears when a mass operation fails.

F2 remembers if search fields for a given list are displayed or hidden. Tick this box to hide the search fields when changing lists.

Tick this box to automatically mark a record as read after you select it in the result list and preview it. Also determine the duration in seconds before it is marked as such. This also applies to the case window result list.

If your preview is hidden or the box is unticked, the record will be unread until it is opened or marked as read from the context menu.

Tick this box to display images and documents in a new and improved preview.

Read more about the main window preview.

Tick this box to access new and improved options in the record editor toolbar. The options include table setup and super- and subscript.

Read more about editing text in the record editor pane.

Tick this box to open calendar invitations directly in Microsoft Outlook from the F2 inbox by either pressing Enter or by double-clicking.

F2 opens Calendar invitations as emails by default.

Specify one or more security groups to automatically add when creating a new case. If this field is not filled in, no security groups are added when you create a new case.

Security groups function as access groups with the purpose of protecting data in F2. A user with the “Security group administrator” privilege can assign users to security groups.

Read more about security groups.

Specify which case template that is selected by default when you create a new case.

Read more about case templates.

Tick this box to show the extended metadata fields when opening a case window.

Tick this box to show the case folders, if any, when opening a case window. You can always toggle case folders for a given case from the case window ribbon.

Select a report option for when a case is deleted.

This setting is only visible to users with either the “Can delete cases” privilege or the “Can delete everything on cases” role.

The report generating options can be disabled. This means that users with the aforementioned privilege or role cannot generate reports for deleted cases. The configuration is performed in cooperation with cBrain.

Read more about deleting cases.

Choose in which mode to open a record.

The following options are available:

Tick this box to open a record with the document area expanded.

Select the default sender of new deliveries.

The following options are available:

Select or deselect the spell-check function for the desired language.

Tick this box to change the default email mode in F2 to simple email mode. Simple emails are created without the metadata fields otherwise available through the record window. Read more in the section New simple email.

Tick this box to swap the New record and New email menu items on the main window ribbon, making the latter the primary button in the menu group.

Tick this box to open the simple email window when clicking Reply, Reply and include attachments, Reply all, and Reply all and include attachments even if the incoming email is not a simple email.

When this option is enabled, the incoming email’s case attachment is preserved even though it is hidden in simple email mode.

Tick this box to open the simple email window when clicking Forward even if the incoming email is not a simple email.

When this option is enabled, the incoming email’s case attachment is preserved even though it is invisible in simple email mode.

Tick this box to have F2 ask for confirmation when you click Cancel in the record window.

Choose how often F2 saves the changes made to open record and approval documents.

The following options are available:

Tick this box to have F2 ask for confirmation when copying a record to several cases.

Read more about copying records to cases.

Tick this box to automatically tick off the “Unit casework line” field on a record when the record is allocated to a responsible user or unit. You can still deselect the casework line on the individual record.

Read more about the unit casework line.

Tick this box to have F2 automatically complete and move the record to the “Archive” when it is sent.

Tick this box to have F2 ask for confirmation before performing the clean-up. You can also toggle the automatic clean-up setting from the confirmation dialogue.

Tick this box to make the “Send secure” function the default setting for emails. It is possible to deselect this option in the record window before sending an email.

Choose whether attachments to an outgoing record should have the format “PDF” or “Original”.

Choose whether to send record attachments with or without metadata. This clean-up includes comments.

F2 shows you the format of any attachments before an email is sent.

Before sending an email to an external participant, F2 opens the dialogue below in which you can choose the attachments' format and whether to include metadata.

Read more about the metadata assistant (available in Danish)

Tick this box to open the dialogue "Create participants in the participants register" when relevant. F2 will open the dialogue when it detects an unregistered participant in the delivery fields on records and emails. The dialogue allows you to save the participant.

Read more about the “Create participants in the participant register” dialogue.

If you attempt to process an approval while viewing the document versions in the log, the dialogue below appears.

Tick this box to show comment excerpts directly in the approval step overview. The excerpts are shown under the approver’s name.

Read more in Start approval flow.

Tick this box to display the names of copy recipients on approval steps.

Read more about copy recipients.

Select how to display metadata for delivery records.

Select how to display metadata for records in process.

Select how to display metadata for delivery records in process.

Select how to display metadata for active approvals.

Select this option to display the "Open document" dialogue whenever a document is opened from a record that is not in editing mode. Choose to open the document in read-only mode or in edit mode.

The document opens in read-only mode, and changes to the document cannot be saved. This setting is primarily used when a document is to be read but not processed further.

The document opens in edit mode, if you have write access to documents, and can be processed immediately.

Tick this box to automatically mark a chat as seen when you open the chat dialogue.

Select your default role when logging in.

The available options depend on the job roles you have been assigned by a user with the “User administrator” privilege.

This role is also used for email import when assigning responsibility. This means your default role which unit can access and view imported emails once you expand the access level to "Unit".

The access level for imported emails is set up on the "General" tab.

Choose this option to automatically log into F2 with your default job role.

Choose this option to always display the “Select role” dialogue on login.

Toggle single sign-on. When disabled, you must enter your password when you log into F2.

Select which approval template - if any - to use as a default when creating a new approval process.

Approval gatekeepers who manage approvals on behalf of multiple gated approvers can select a default approver in this drop-down menu. Information related to the gated approver will be shown in the result list columns “Days to gateway sorting deadline”, “Gateway flag”, “Gateway location”, and “Gateway sorting deadline”.

This function must first be configured in cooperation with cBrain. Users can then enable versions of certain icons that are easier to distinguish.

Tick this box to replace the standard F2 icons with high-contrast ones. The icons have a greater difference between light and dark areas as shown in the example below.

F2 must be restarted for the changes to take effect.

Tick the box to enable the use of a screen reader in F2.

F2 must be restarted for the changes to take effect.

Tick this box to enable notifications. The notifications offer information regarding searches, warning icons, and validation errors such as invalid values when entering an email address, etc.

Notifications are delivered as Windows notifications to support better accessibility in F2 and are shown at the bottom of the screen.

F2 must be restarted for the changes to take effect.

Tick the box to toggle the start-up video.

Choose between the F2 client’s or the server’s time zone. The selected time zone is used e.g. in the timestamps of chats.

Dates and times that are generated on the server are always displayed in the server’s time zone. This applies to e.g. conversion of Word documents into PDF files.

Choose whether the result list should be displayed in compact or standard format. In standard format, the elements on the result list are clearly divided, making the layout more accessible.

Choose whether the menu group "Navigation" on the ribbon in the main, case, and record windows should be displayed with standard or compact menu items.

When displaying standard menu items, F2 hides the current window. For instance, the "Go to main window" item will not be shown in the main window.

Select the edit mode for case information when opening a case guide.

Choose between:

Select how to navigate from the selected case guide process.

Choose between:

Tick this box to indicate that you are not present due to vacation, sick leave, etc. When the box is ticked, the “Out of office” feature is activated and automatically sends a reply when receiving an email in F2.

When active, an "out of office" icon is shown next to your username in F2. The icon is visible e.g. in the chat window and shows each chat participant’s status.

Specify the period in which you are out of office. Type a date, or select one from the calendar.

“Out of office” is activated automatically when the specified period begins and deactivated when it ends.

Enter an automatic reply which is sent to users who attempt to contact you while you are out of office.

If “on behalf of” rights have been granted to another user, it is possible to see the following in the list:

Rights can be deleted by clicking the next to the relevant user.

“On behalf of” rights are automatically deleted once the “Active to” date has passed.

Tick this box to view the “on behalf of” rights that have been granted by a user with the “On-behalf-of administrator” privilege.

Click to open the following dialogue:

Specify the following: