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.
Each record has a record document that you can edit in the record window’s editing pane.
Options for document work
You have various options for working with documents in F2:
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Attach documents: You can attach documents to a record by e.g. creating a new document from a template, attaching existing documents or records from F2, or attaching a file located outside F2. |
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Preview documents: When you select a document in the record’s document area, you can see a preview of the document. In the document’s context menu, you can find functions for editing and working with the document. |
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Edit documents: Double-click on a document to edit it. If your colleague is in the process of editing the document, you can take over the document. |
