Personal settings

"List pane display mode"

Choose how the main window list pane displays searches and lists. Options include:

The "Spacious" and "Compact" options are more accessible.

"Navigation menu group display mode"

Choose whether the "Navigation" menu group on the ribbon in the main, case, and record windows should be displayed with standard or compact menu items.

When displaying standard menu items, F2 leaves out the window you are currently viewing. For instance, the "Go to main window" item will not be shown in the main window.

"Result list display mode"

Choose how to display result lists. Options include:

The "Spacious" and "Compact" options are more accessible.

"Mark a selected record as read after x sec delay"

Tick this box to automatically mark a record as read after you select it in the result list and preview it. Also determine the duration in seconds before it is marked as read. This also applies to the case window result list.

If your preview is hidden or the box is unticked, the record will be unread until it is opened or marked as read from the context menu.

"Hide my search fields when I change lists"

F2 remembers if search fields for a given list are displayed or hidden. Tick this box to hide the search fields when changing lists.

"Limit search results in the result list to"

Specify the maximum number of search results to display in the result list when a search is performed.

F2 shows the number of results on the blue status bar in the bottom left corner. If search results have been limited to e.g. 300, F2 shows no more than 300 results even if the actual number of results is greater.

"Limit search results in the participant database to"

Specify the number of search results to display when a search is performed in the participant register.

F2 shows the number of results on the blue status bar in the bottom left corner. If search results have been limited to e.g. 1000 participants, F2 shows no more than 1000 participants even if the actual number of search results are greater.

"Use new text editor in record documents"

Tick this box to access new and improved options in the record editor toolbar. The options include table setup and super- and subscript.

Read more about editing text in the record editor pane.

"Only use the preview for record documents"

Tick this box if you are using a screen reader and want to avoid delays when navigating between the attached documents in the document area.

If the feature is enabled, click on Show preview in the middle of the preview to display a preview of the record’s attached documents.

Read more about accessibility in F2 (documentation available in Danish).

"Show the following as desktop icons"

The following icons can be added to or removed from the computer’s desktop:

Read more about checking documents in and out.

"Use custom icons"

Customs icons must be set up in cooperation with cBrain in order for this checkbox to function.

"Extended screen reader support"

Tick the box to enable the use of a screen reader in F2.

F2 must be restarted for the changes to take effect.

Read more about accessibility in F2 (documentation available in Danish).

"Show number of search results, validation errors etc. as desktop notifications"

Tick this box to enable notifications. The notifications offer information regarding searches, warning icons, and validation errors such as invalid values when entering an email address, etc.

Notifications are delivered as Windows notifications to support better accessibility in F2 and are shown at the bottom of the screen.

F2 must be restarted for the changes to take effect.

Read more about accessibility in F2 (documentation available in Danish).

"Show video on startup"

Tick the box to toggle the startup video.

"Select mode when opening record documents"

Choose between:

"Expand the record’s document area to show more attached documents"

Tick this box to open a record with the document area expanded.

"Show unit casework line when allocating responsibility"

Tick this box to automatically tick off the "Unit casework line" field on a record when the record is allocated to a responsible user or unit. You can still deselect the casework line on the individual record.

Read more about the unit casework line.

"Autosave frequency"

Choose how often F2 saves the changes made to open record and approval documents.

The following options are available:

"Ask for confirmation when I cancel changes that I have made to a record"

Tick this box to have F2 ask for confirmation when you click Cancel in the record window.

"Ask if I want to save my changes to a record when I add a new document from a template"

Tick this box to have F2 ask whether you want to save your changes to a record when adding a document using the New document from templates menu item.

"Mark record as complete if I am responsible"

Tick this box to automatically set the record as complete when archived if you are responsible for the record.

"Ask me which of the above actions to perform when archiving a record"

Tick this box to automatically open the dialogue below when you click Archive.

"Remove the record from my inbox and my desktop"

Tick this box to automatically remove the record from "My inbox" and "My desktop" when you move the record to a folder.

"Mark record as complete if I am responsible"

Tick this box to automatically set the record to complete when moved to a folder if you are responsible for the record.

"Ask me which of the above actions to perform when I move a record to a folder"

Tick this box to automatically open the dialogue below when you move a record to a folder.

"Ask for confirmation when I copy a record to one or more cases using the record’s 'Case' field"

Tick this box to have F2 ask for confirmation when copying a record to several cases. If the box is ticked, the "Copy record to cases" dialogue opens when you add several cases to the record window’s case field and subsequently save the record.

Read more about adding a record to one or more cases via the "Choose cases" dialogue.

"Include all documents on the record"

Tick this box to pre-select all documents on a record when you create an adjusted record PDF.

"Add document header to the selected documents"

Tick this box to add a page header to all selected documents when you create an adjusted record PDF.

"Select default rights for supplementary units and case managers when added to a record"

Choose one of the following access rights for supplementary units or users when they are added to a record:

Read more about access rights.

"Ask me always in what state my documents should open in"

Select this option to display the "Open document" dialogue whenever you open a document from a record that is not in edit mode. Choose to open the document in read-only mode or in edit mode.

"Open the document in read-only mode"

The document opens in read-only mode, and changes to the document cannot be saved. This setting is primarily used when a document is to be read but not processed further.

"Open the document in edit mode"

The document opens in edit mode, if you have write access to documents, and can be processed immediately.

"Show extended fields in the case window"

Tick this box to show the extended metadata fields when opening a case window.

"Show case folders in the case window"

Tick this box to show the case folders, if any, when opening a case window. You can always toggle case folders for a given case from the case window ribbon.

"Use the following security group by default when restricting access on new cases"

Specify one or more security groups to automatically add when creating a new case. If this field is not filled in, no security groups are added when you create a new case.

Security groups function as access groups with the purpose of protecting data in F2. A user with the "Security group administrator" privilege can assign users to security groups.

Read more about security groups.

"Use the following case template by default for new cases"

Specify which case template is selected by default when you create a new case.

Read more about case templates.

"Select settings for deleted case reports"

Select a report option for when a case is deleted.

This setting is only visible to users with either the "Can delete cases" privilege or the "Can delete everything on cases" role. Choose between:

Read more about deleting cases.

"Ask for confirmation when I remove a record from a case"

Tick this box to have F2 ask for confirmation when you remove a record from a case.

"Select edit mode for the case information when opening a case guide"

Select whether case information should be in edit mode when opening a case guide.

Choose between:

"When opening a case guide, select the following task"

Choose where in the case guide to start when you open it.

Choose between:

"Select a default sender on new emails"

Select the default sender of new deliveries.

The following options are available:

"Create emails in simple email mode when clicking 'New email'"

Tick this box to change the default email mode in F2 to simple email mode. Simple emails are created without the metadata fields otherwise available through the record window. Read more in the section New simple email.

"Swap 'New record' button with 'New email' button in the main window ribbon"

Tick this box to swap the New record and New email menu items on the main window ribbon, making the latter the primary button in the menu group.

"Create emails in simple email mode when clicking 'Reply', 'Reply and include attachments', 'Reply all', and 'Reply all and include attachments'"

Tick this box to open the simple email window when clicking Reply, Reply and include attachments, Reply all, and Reply all and include attachments even if the incoming email is not a simple email.

When this option is enabled, the incoming email’s case attachment is preserved even though it is hidden in simple email mode.

"Create emails in simple email mode when clicking 'Forward'"

Tick this box to open the simple email window when clicking Forward even if the incoming email is not a simple email.

When this option is enabled, the incoming email’s case attachment is preserved even though it is hidden in simple email mode.

"Access level for imported email"

Choose which access level F2 assigns to imported emails:

Read more about access levels in F2.

"Use 'Send securely' when sending emails to external recipients"

Tick this box to make the "Send securely" function the default setting for emails. You can always deselect this option in the record window before sending an email.

"Suggest creating participants when I’m editing or sending a record if they currently don’t exist"

Tick this box to open the dialogue "Create participants in the participants register" when relevant. F2 will open the dialogue when it detects an unregistered participant in the delivery fields on records and emails. The dialogue allows you to save the participant.

Read more about the dialogue "Create participants in the participant register".

"Clean up automatically when sending a record"

Tick this box to have F2 automatically complete and move the record to the "Archive" when it is sent.

"Confirm cleanup actions when sending a record"

Tick this box to have F2 ask for confirmation before performing the cleanup. You can also toggle the automatic cleanup setting from the confirmation dialogue.

"Select default format for email attachments"

Choose whether attachments to an outgoing record should have the format "PDF" or "Original".

"Clean attached documents before sending (to remove comments, etc.)"

Choose whether to send record attachments with or without metadata. This cleanup includes comments.

"Select format for attached documents when sending (show metadata assistant)"

F2 shows you the format of any attachments before an email is sent.

Before sending an email to an external participant, F2 opens the dialogue below in which you can choose the attachments' format and whether to include metadata.

Read more about the metadata assistant (documentation available in Danish)

"Open calendar invitation externally"

Tick this box to open calendar invitations directly in Microsoft Outlook from the F2 inbox by either pressing Enter or by double-clicking.

F2 opens calendar invitations as emails by default.

"Show comment excerpts on approvals"

Tick this box to show comment excerpts directly in the approval step overview. The excerpts are shown under the approver’s name.

Read more in Start approval flow.

"Show copy recipients on approvals"

Tick this box to display the names of copy recipients on approval steps.

Read more about copy recipients.

"Ask if I want to exit the document versions view if I attempt to perform an approval action"

If you attempt to process an approval while viewing the document versions in the log, the dialogue below appears.

"Select a default approval template"

Select which approval template - if any - to use as a default when creating a new approval process.

"Default gated approver"

Approval gatekeepers who manage approvals on behalf of multiple gated approvers can select a default approver in this drop-down menu. Information related to the gated approver will be shown in the result list columns "Days to gateway sorting deadline", "Gateway flag", "Gateway location", and "Gateway sorting deadline".

"Select which record metadata fields are shown when you open a delivery record such as a simple email"

Choose between:

"Remember when I adjust the document area width"

Tick this box to have F2 remember the width of the document area if you change it.

"Select which record metadata fields are shown when you open a record which is in process"

Choose between:

"Remember when I adjust the document area width"

Tick this box to have F2 remember the width of the document area if you change it.

"Select which record metadata fields are shown when you open a delivery record which is in process"

Choose between:

"Remember when I adjust the document area width"

Tick this box to have F2 remember the width of the document area if you change it.

"Select which record metadata fields are shown when you open an active approval"

Choose between:

"Remember when I adjust the document area width"

Tick this box to have F2 remember the width of the document area if you change it.

"Use new chat window with optimised design and the ability to see other users' 'mark as read'"

Tick this box to use the new and improved chat window design. Leave the box unticked to use the old chat window instead.

"Mark chat as read upon opening"

Tick this box to automatically mark a chat as read when you open or close the chat dialogue.

"Select language"

Select your F2 language in the drop-down menu. F2 is currently available in Danish, English, and German. If you organisation has access to several languages, you can select them in the drop-down menu. When you have selected a language and clicked OK, you will be asked to restart F2 for the change to take effect.

"Spellchecker language"

Select the spellchecker language in F2 in the drop-down menu.

"Choose a time zone"

Choose between the F2 client’s or the server’s time zone. The selected time zone is used e.g. in the timestamps of chats.

Dates and times that are generated on the server are always displayed in the server’s time zone. This applies to e.g. conversion of Word documents into PDF files.

"Show number of notifications for my personal inbox on the F2 app icon on my taskbar"

Tick this box to display the number of notifications on the F2 app icon in your computer’s taskbar.

"My personal inbox"

If this box is ticked, the F2 app icon flashes when you receive a new record in your personal inbox.

"One of my units' inboxes"

If this box is ticked, the F2 app icon flashes when you receive a new record in one of your unit inboxes.

"Notify me when a mass operation fails"

If this box is ticked, a warning appears when a mass operation fails.

"Activate 'Out of office'"

Tick this box to indicate that you are out of office. When the "Out of office" feature is activated, F2 automatically sends an auto-reply when you receive an internal email.

The auto-reply works for internal communication in F2. If you want external recipients to receive an auto-reply, this must be synchronised with the organisation’s email account.

When "Out of office" is active, an "Out of office" icon is shown next to your username in F2. The icon is visible e.g. in the chat window where each chat participant’s status is listed.

"I am out of office during this period"

Specify the period in which you are out of office. Type a date, or select one from the calendar.

"Out of office" is activated automatically when the specified period begins and deactivated when it ends.

"Send the following auto-reply once to each sender"

Enter an automatic reply which is sent to users who attempt to contact you while you are out of office.

"Overview of users that can act on behalf of me"

If "on behalf of" rights have been granted to another user, it is possible to see the following in the list:

Rights can be deleted by clicking the next to the relevant user.

"On behalf of" rights are automatically deleted once the "Active to" date has passed.

"Show 'On behalf of' rights created by an administrator"

Tick this box to view the "on behalf of" rights that have been granted by a user with the "On-behalf-of administrator" privilege.

"New 'On behalf of me'"

Click to open the following dialogue:

Specify the following:

"Create or edit signatures in F2"

Click on Open signatures to open the "Signatures" dialogue from which you can create or edit signatures.

"Default job role"

Select your default role when logging in.

The available options depend on the job roles you have been assigned by a user with the "User administrator" privilege.

This role is also used for email import when assigning responsibility. This means your default role determines which unit can access and view imported emails if you expand the access level to "Unit".

The access level for imported emails is set up on the "General" tab.

"Automatically log me in as my default job role: (job role)"

Choose this option to automatically log into F2 with your default job role.

"Show role selection each time I log in"

Choose this option to always display the "Select role" dialogue on login.

"Ask me to confirm before closing F2"

Tick this box to have F2 ask for confirmation before you close the programme.

"Use Single sign-on"

Toggle single sign-on. When disabled, you must enter your password when you log into F2.