F2 Basics

F2 consists of F2 Basics and a range of add-ons such as F2 Approvals and F2 Request. F2 Basics includes all the basic functionality of F2. The F2 Basics documentation is divided into a number of topics to quickly let you find the information you are looking for.

Topics of F2 Basics

F2 Basics is divided into the topics below.

access

Access control: Here you can read about access to records and cases in F2. This includes access levels, access restrictions, and access rights.

admin

Administrator: This topic covers the administrative tasks in F2, such as how to assign roles and set up security groups.

case

Cases: Read about working with cases. You can learn how to structure your work using case folders and progress codes.

communication

Communication: There are various ways of communicating in F2. For example, you can send an email, chat with colleagues on a record, or add a note to a record or a case.

document

Documents: Learn how to attach and edit documents. You can also read about previewing documents.

main window

The main window: From the main window you can organise your work using lists and folders. You can also perform a number of actions using the main window’s context menus.

users

Participants: Users and organisations in F2 are referred to as participants. This topic includes information about F2’s participant register and teams.

record

Records: This topic covers different aspects of records in F2. For example, read about the record metadata.

search

Searches: Here you can learn about F2’s various search options. Read about advanced searches, the free-text search field, or how to use search operators.

settings

Settings and setup: Learn how to set up and adjust your F2 to best support your work. For example, you can set up the preview how you prefer it.