F2 Docs // 11
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F2 Manuals

    • Welcome to version 11
    • About F2 Docs
    • F2 Basics
      • Access control
        • Accessing records
        • Accessing cases
        • Access rights
      • Administrator
        • Installing cBrain F2
        • The unit structure in F2
        • User administration
        • On behalf of
        • Managing emails
        • Roles in F2
        • Privileges
        • Security groups
        • Import participants and replace record participants
        • Value lists
        • Progress codes
        • Setting up flags
        • Keywords
        • System messages
        • The participant register
        • Teams
        • Distribution lists
        • Setting up the main window and the result list
        • User settings
        • Document templates
        • Configure F2
      • Cases
        • Create a case
        • The case window ribbon
        • Case functions
        • View case metadata
        • Case folders
        • Case records
        • Progress codes
      • Communication
        • Email
        • Chat
        • Notes
        • Allocation of responsibility
        • Supplementary case manager
        • Annotations
        • Communication configuration options
      • Documents
        • Attach documents
        • Preview attached documents
        • Edit documents
      • The main window
        • Main window tabs
        • Navigation in the main window
        • Lists and folders
        • Manage records
        • Context menus in the main window
        • The main window preview
        • Search tabs
        • Reminders
      • Participants
        • Create participants
        • Manage participants
        • Participant overview
        • Teams
        • Distribution lists
      • Records
        • Create new record
        • Adding a record to a case
        • Record metadata
        • The record document
        • Record and document cooperation
        • Menu items on the record ribbon
        • The record ribbon functions
        • Menu items on the “Advanced” tab
        • Functions of the “Advanced” ribbon
        • Menu items of the “Participants” tab
        • Record and approval document recovery
        • Records configuration options
      • Searches
        • Free-text search
        • Advanced search
        • Advanced search fields
        • Search for participants
        • Search operators
        • Show search results
        • Sort the result list
        • Set up the result list columns
        • Save a search
        • Search history
      • Settings and setup
        • Personal setup
        • User settings
        • User images
        • Set up views in F2
        • Signatures
        • Language
        • Templates
        • Adjust ribbons and toolbars
        • Reset personal settings
        • Settings and setup configuration options
    • F2 Touch
      • Set up and log in to F2 Touch
      • Settings in F2 Touch
      • Lists and folders in F2 Touch
      • Search in F2 Touch
      • Records in F2 Touch
      • Communication in F2 Touch
      • Cases in F2 Touch
      • Offline functionality in F2 Touch
      • F2 Touch Light
      • Requests in F2 Touch
      • cSearch in F2 Touch
      • Approvals in F2 Touch
      • Gateway approvals in F2 Touch
      • F2 Manager in F2 Touch
      • F2 Touch configuration options
    • F2 Manager
      • Administration in F2 Desktop
      • Set up the F2 Manager app
      • Basic functions in the F2 Manager app
      • Working with documents in the app
      • F2 Manager configuration options
    • F2 Manager 2
      • Set up F2 Manager 2
      • Synchronise material F2 Desktop
      • The F2 Manager 2 app
        • Meetings in F2 Manager 2
        • Approvals in F2 Manager 2
        • Copy recipient in F2 Manager 2
        • Chats in F2 Manager 2
      • Offline functionality in F2 Manager 2
      • F2 Manager 2 configuration options
    • F2’s help tools
      • The "Help" tab
      • F2 Help
      • F2 Videos
    • F2 Quick Guides
      • Access control
      • Advanced search
      • Communication and collaboration
      • Default lists
      • Documents, records, and cases
      • Icon legend
      • Searches
      • The three windows
      • Tidying up
    • AI Assistant
      • F2 AI Assistant in the record window
      • F2 AI Assistant in the chat window
      • Request fine-tuning
      • F2 AI Assistant administration
    • Analytics
      • The "F2 Analytics" window for administrators
      • Configuration management
      • Use Excel report templates
      • Analytics for regular users
      • Column reference
        • Records
        • Cases
        • Documents
        • Requests
        • Approvals
        • Users and participants
        • Generic columns
      • Report reference
        • Access
          • Access log
          • Event log
          • Participant register lookups
          • Read access
        • Data
          • All record fields
          • All case fields
          • Cases without records
          • Case import
          • Deleted cases
          • Deleted records
          • Documents missing PDF
          • Progress codes
        • Users
          • Employee exit
          • On behalf of setup
          • On behalf of overview
          • Role type log
          • Users: Roles, privileges, and security groups
          • User setup
    • Approvals
      • Create new approvals
      • Approval structure
      • Start approval flow
      • Receiving and managing approvals
      • Make changes to an approval flow
      • Final approval
      • Send approvals to external participants
      • Approval overview in F2
      • Approval icons
      • F2 Approvals configuration options
    • Case template editor
      • Create a case from a case template
      • Create a case template
      • Access restrictions on cases based on templates
      • Installation references
    • cSearch
      • How cSearch works
      • Searching with cSearch
      • Metadata search fields
      • Result priority
      • Transfer cSearch results to F2’s main window
      • Search history
    • CVR integration
      • Using CVR Integration
    • Data cleanup
      • Access to data cleanup
      • Manage cleanup searches
      • Cleaning with cleanup lists
      • F2 Data Cleanup configuration options
    • Data Transfer Service
      • Data extraction sets
        • Approvals
        • Archivelog
        • ArchivelogDetails
        • CaseParties
        • CaseRelations
        • Cases
        • DossierParties
        • Dossiers
        • EnumTypeItems
        • PartyRegistry
        • ProgressCodes
        • Requisitions
      • ”Entity Relationship” diagram
    • Digital Post (e-Boks)
      • Create deliveries for e-Boks
      • Send Digital Post through e-Boks
      • Receiving e-Boks deliveries
      • F2 Digital Post (e-Boks) configuration options
    • Digital Post (Next Generation)
      • Create Digital Post deliveries
      • Send Digital Post deliveries
      • Receiving Digital Post deliveries
      • F2 Digital Post (Next Generation) configuration options
    • FOI request
      • Create an FOI request
      • Manage record numbering in an FOI request
      • F2 FOI Request configuration options
    • FOI request, advanced
      • Create new FOI request
      • Menu items on the “FOI” tab
      • FOI Request functions
      • Working with the FOI request report
      • Send the FOI request for approval
      • Manage record numbering in an FOI request
      • F2 FOI Request, Advanced configuration options
    • File upload
      • File management
      • Upload file to F2
      • Version control
      • Email templates
    • Gateway approvals
      • Set up the approval gateway
      • Approval gateway structure
      • Manage approvals
      • Synchronisation reports
      • Icons for gateway approvals
      • F2 Gateway Approvals configuration options
    • Merge codes
      • The merge code concept
      • Merging with templates
      • Copy to case participants (multiple recipients)
      • Configurable merge codes
      • Merge field examples
    • Request
      • Three types of requests
      • Create request
      • Receiving requests
      • Answer requests
      • Finalise a request
      • Advanced functions
      • Request overview in F2
      • F2 Request configuration options
    • Request (Group)
      • Three types of requests
      • Create group request
      • Receiving a group request
      • Reply to a group request
      • Finalise a group request
      • Send group requests to third-party systems
      • Extra functions
      • F2 Request (Group) configuration options
    • Service Builder
      • Design template
      • Fill in master data for self-service
      • Fill in content for self-service
      • Fill in master data for case guides
      • Fill in content for case guides
      • Define case guide tasks further
      • Fill in calculation sheet
      • Management dashboard
      • Upload design template
      • Test solution
      • F2 functions
    • Signed approval
      • Example: Processing inquiries
      • Set up signed approvals
    • Touch - Executive
      • Manage approvals
      • Copy and chat orientation
F2 Manuals 11
  • F2 Manuals
    • 12
    • 11
    • 10
  • F2 Release Notes
    • 12x
    • 11x
  • F2 Manuals
  • F2 Quick Guides
12 11 10

F2 Quick Guides

F2 Quick Guides explain terminology and concepts in F2 in a visual and simple way on one single page.

You can download the F2 Quick Guides as PDFs, and print a hard copy for easy access.

F2 Quick Guides summary

  • Access control

  • Advanced search

  • Communication and collaboration

  • Default lists

  • Documents, records, and cases

  • Icon legend

  • Searches

  • The three windows

  • Tidying up