| The content of this website is last updated to F2 version 11. cBrain are working hard on supplying you with the newest documentation of F2. |
In F2 it is possible to send, forward, and reply to emails in the style of traditional email systems.
Emails may be sent internally or externally and are mainly used for formal communication. When an email is sent internally in F2, recipients do not receive a copy, but see the original record in their inbox.
The email’s icon and its status text in the main and record windows show if it has been forwarded or replied to, regardless of who has performed the action. This means that the 
icon is shown on a forwarded record, also when either action has been performed by another user.
New email
Emails can be created in either a simple mode or a detailed mode. The simple mode is similar to emails created in other email clients, while the detailed mode is based on F2’s record window.
| The simple email mode can only be enabled if the organisation’s configurations allows it. |
Click on New email in the main, record or case window to create a new email.
The record is created in simple or detailed mode depending on the user’s personal setup. For detailed emails, it is possible to decide how many metadata fields are shown on the newly created email.
New simple email
When an email is created in simple mode, the “New email” window opens instead of the record window, and only the delivery fields are visible.
In simple mode, files on the local computer can be attached by clicking Attach file in the ribbon.
| It is not possible to attach a template, document, or record from F2 in simple email mode. |
In the “New email” window, most of F2’s case processing functions are disabled. This means that creating and sending simple emails is faster than detailed emails, but several functions are different:
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Case help is disabled. Consequently, simple emails may not comply with the guidelines of the authority.
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No clean-up is performed, though the email is removed from “My desktop” when sent. For further information about clean-up when sending, see the article Menu items on the “Advanced” tab.
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Sender cannot be changed. The user’s default sender is listed as both creator and sender of the email. The default sender is defined in the "Setup" dialogue’s "Records" tab.
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Attachments cannot be edited.
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The format of attachments cannot be changed before sending because the Metadata Assistant is not supported.
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The email text is not autosaved.
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Signatures from the detailed email format must be edited before they can be used with simple emails.
Click Casework in the upper right corner to switch from simple mode to the detailed record window with the delivery fields visible and all regular functions enabled.
An email sent in simple mode does not affect how it is received. A simple mode email sent internally in F2 is received as a regular incoming email with the same processing options for the recipient. The access level of simple mode emails is determined by the organisation’s choice of access level for new records, which is “Involved” by default.
New detailed email
Creating a new email opens detailed mode (depending on personal setup). Detailed mode can also be accessed from the simple email window by clicking Casework.
The email’s metadata fields
When creating an email, whether in simple or detailed mode, the user must consider the following metadata fields:
| Field | Description |
|---|---|
“Title” |
Corresponding to the subject field in an email, the user must enter a title in the email window. Contrary to the standard record creation process in which F2 needs the user to enter a title before the record is created, this field is not filled in automatically. |
“From” |
This field is only visible in detailed mode and is filled in automatically when a new email is created. It is possible to select whether the default sender for emails is the user or the user’s unit. Read more about the default sender in "Setup" dialogue’s "Records" tab. F2 allows for the following to be inserted as sender:
When text is entered in the field, F2 will search for names of internal users, distribution lists and external participants. Participants may also be added by clicking on the participant icon |
“To” |
Enter the recipient(s) of the email here. There are three ways to add participants as recipients:
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“Cc” |
Enter any Cc recipients of the email here. Cc recipients are added in the same manner as “To” recipients. |
“Xbc” |
Enter any Xbc recipients of the email here. Xbc recipients are added in the same manner as “To” recipients. Adding an external participant here is similar to adding a recipient in the “Bcc” field of traditional email systems. There is no difference between adding an internal participant here and in Cc. Xbc is not hidden for other F2 users and only affects outgoing external emails. |
| Suggestions in the “To”, “Cc”, and “Xbc” fields can be configured so they are more relevant to the individual user. The configuration is performed in cooperation with cBrain. |
Drag and drop participants
You can copy selected participants between the “To”, “Cc”, and “Xbc” fields using drag and drop.
Display participants
Recipients in the “To”, “Cc”, and “Xbc” fields can be displayed as a list, making it easier for the sender to see their names.
Clicking on 
expands the field and displays a list with all recipients.
It is possible to view additional information on an added participant. Hover the cursor over the participant’s name to view a tooltip with online status, out of office status (if any), and details regarding their job roles.
The participant properties can be accessed from the email by right-clicking on the participant and selecting Show properties.
This will open the participant properties dialogue named after the participant.
Format selector for emails
Before sending an email, it is possible to select the file format for any attached documents. If the delivery metadata fields are shown, the user will be able to change formats in the document area.
Right-click on the attached document in the document area. From the context menu, select whether the attached document should be in PDF format or the document’s original format, e.g. Word or PowerPoint format.
If the F2 Metadata Remover (documentation available in Danish) is available in your organisation’s F2, you can use it to clean up your document before sending.
| The format selector has no effect on emails sent internally in F2. It only affects emails sent to external participants who will receive attachments in the format selected by the sender. |
If there are several documents attached to the record, it is possible to mass-select the format.
Email details
The record window for an email shows when it has been sent or received and whether it has been exchanged internally in F2 or externally. Any issues during the sending of the email are also registered. These details are shown directly below the record ribbon.
Receiving external emails
When an email is received in F2, its text and any attachments will be locked so they cannot be edited.
However, it is possible to edit certain metadata for an incoming email, if the user has full write access to the record:
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“Title”
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“From” (sender)
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“To” (recipients)
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“Cc” (recipients)
Changes to the record’s metadata can be seen via the “Advanced” tab of the record window. From here, click the History menu item and then the Show metadata view as shown below.
| It is possible to search for both the record’s current as well as its original title via the “Record title” and “Record/case title” search fields in the "General" search group. The search result always displays the email’s current title. |
Automatic case linking when external participants reply to emails from F2
F2 can be configured to link replies from external users to the record to which they are replying. This can be configured during the installation of F2.
When the setting is enabled all email replies from the external address are automatically associated with the original email. If the record to which the incoming email is related has a case number, the incoming email is automatically added to the case.
In the record window it is possible to see other records from the same email correspondence if the automatic relation is set up. An overview is available in the “Related records” dialogue on the “Advanced” tab.
Additionally, it is possible through a setting to automatically add the record ID or case number in the “Title” field to all outbound emails from the authority. This setting is described here.
Access levels and emails
Various factors determine the access level assigned to emails depending on how the email is created in F2. These factors are described in the following sections.
Access level for external emails imported into F2
If F2 is configured to import emails from a mail server, records are automatically assigned an access level when created in F2. This is a critical issue to consider for the F2 organisation.
For many organisations it is an advantage that emails which are not private can be viewed and processed by various employees, and that these emails are available to the organisation e.g. when employees are ill or leave their position.
By default, F2 is configured to respect employee privacy. This means that F2 automatically assigns the “Involved” access level to imported emails, so only the recipient will be able to view the email unless the access level is changed.
It is also possible to assign the access level “Unit” to imported emails. This configuration is done in cooperation with cBrain.
The access level for imported emails can be viewed and configured from the “Settings” tab in the “Setup” dialogue, specifically the "General" tab.
Access level for replying and forwarding
Records that are replied to or forwarded are automatically given the access level corresponding to that of a newly created record. As with new records, the user also has the option of using case help. The access level for new records depends on the organisation’s configuration.
| In cooperation with cBrain, F2 can be configured to copy the access level of the original record when it is replied to or forwarded. |
Case help for emails requiring formal processing
F2 can be configured to expand the access level for formal emails while restricting the access level of users' private emails. This is done with case help.
If an imported email requires formal processing, the recipient ticks the “Case help” box in the record window.
