Accessibility functions in F2

The following sections describe some of F2’s built-in functions that help increase accessibility.

Tooltips

F2 contains a number of tooltips that provide a brief description of menu items and text in the user interface. A tooltip appears when you hover the cursor over a menu item, a field, or an icon in the result list.

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Figure 1. Tooltip example

Tooltips also appear when navigating with the keyboard. To close a tooltip, press Ctrl + Shift + F10.

The "Quick access" toolbar

The "Quick access" toolbar is accessible from the upper left corner of the main, record, and case windows.

Each user can add their preferred menu items from the windows' ribbons to the toolbar. This lets users quickly access their most frequently used functions.

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Figure 2. Example of the "Quick access" toolbar

You can customise the toolbar from its drop-down menu or from the ribbon’s context menu. Additionally, you can customise it from the "Customise the toolbar and ribbon" window, where you can also decide which menu items are displayed in the ribbon.

Press Alt to display numbers on the functions in the "Quick access" toolbar. The numbers correspond to keyboard keys that activate the functions. Read more about Alt shortcuts (KeyTips).
When a new version of F2 is released, the menu items in the main, record, and case windows may be affected. This means that you may need to re-establish functions you have added to the "Quick access" toolbar.

Customise the "Quick access" toolbar from the drop-down menu

Customise the "Quick access" toolbar by clicking on the down arrow icon in the upper left corner in the main, record, or case window.

A drop-down menu opens. Tick the menu items you want to add to the "Quick access" toolbar. Untick a menu item to remove it from the "Quick access" toolbar.

F2 shows a selection of menu items in the drop-down menu as illustrated by the figure below.

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Figure 3. Customise the "Quick access" toolbar

Customise the "Quick access" toolbar from the ribbon’s context menu

You can add a menu item to the "Quick access" toolbar directly from the ribbon. Right-click on a menu item in the ribbon, and select Add to Quick Access Toolbar in the context menu.

Menu items can also be accessed via keyboard navigation. For example, press Alt + M to go to the main window ribbon, and press Tab to navigate to the desired menu item. When a menu item is highlighted, open its context menu using Shift + F10 and select Add to Quick Access Toolbar from there.

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Figure 4. A menu item’s context menu

Customise the "Quick access" toolbar or ribbon in the "Customise toolbar and ribbon" window

Customise the "Quick access" toolbar or ribbon by clicking on the down arrow icon in the upper left corner of the main, record, or case window. Select More at the bottom of the drop-down menu. The "Customise toolbar and ribbon" window opens, displaying the ribbon functions of the window you are currently in, i.e., main, record, or case window. At the top of the window, you can select which of the window’s tabs that you want to customise.

In the customisation window, you can add or remove menu items individually or on a group basis. Menu items added to the "Quick access" toolbar are displayed in the pane to the right (1), while menu items not in the toolbar are displayed in the left pane (2). You can search for menu items using the "Available menu items" search field on the left (3). The process for customising the ribbon is similar.

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Figure 5. The "Customise toolbar and ribbon" dialogue

Select the menu items you want to add or remove. Click on the arrows in the middle of the window between the panes to move the menu items. You can move a single menu item by double-clicking on it. The order of menu items on the "Quick Access" toolbar can be customised using the arrows next to the right pane in the window. Any changes will take effect immediately, so you can see them while you edit.

Complete your customisation and close the window by clicking on Save, or cancel your changes and close the window by clicking Cancel.

Easier access to context menus

A number of metadata fields and search fields have extended accessibility for their content. In these fields, you can select the content and then click the drop-down arrow next to it to open a context menu. This enables navigation with a single mouse button.

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Figure 6. The drop-down arrow opens the context menu in a metadata field

The drop-down arrow can be found in metadata fields in which you can enter participants or cases, as well as in most corresponding advanced search fields. The fields include:

  • Responsible

  • From, To, Cc, Xbc

  • Access restricted to

  • Record participants and Case participants

  • Case.

Context menus can also be accessed using the keyboard. Hold Shift and press the right or left arrow key in the direction of the case or participant you want to select. Then open the context menu using Shift + F10.

Participant tooltips

Metadata fields and search fields related to participants have tooltips similar to those of chat participants. Hover the cursor over a participant’s name to view the tooltip.

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Figure 7. Participant tooltip in the "From" field

You can also view the participant tooltip using the keyboard by opening the participant’s context menu and selecting Show more information.

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Figure 8. "Show more information" in the participant context menu

Selectors for file plans and action codes

The "File plan" and "Action code" fields have extended accessibility. Click the drop-down arrow in either field to open a list of available values.

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Figure 9. Drop-down arrows for file plans and actions codes in the case window

The drop-down arrow is found wherever either field appears, such as:

  • The case window

  • The "Create case" dialogue

  • The advanced search fields.