F2 Basics
F2 consists of F2 Basics and a range of modules such as F2 Approvals and F2 Request. F2 Basics includes all the basic functionality of F2. The F2 Basics documentation is divided into a number of topics to quickly let you find the information you are looking for.
Topics of F2 Basics
F2 Basics is divided into the topics below.
|
Access control: Here you can read about access to records and cases in F2. This includes access levels, access restrictions, and access rights. |
|
Administrator: This topic covers the administrative tasks in F2, such as how to assign roles and set up security groups. |
|
Cases: Read about working with cases. You can learn how to structure your work using case folders and progress codes. |
|
Communication: There are various ways of communicating in F2. For example, you can send an email, chat with colleagues on a record, or add a note to a record or a case. |
|
Documents: Learn how to attach and edit documents. You can also read about previewing documents. |
|
The main window: From the main window you can organise your work using lists and folders. You can also perform a number of actions using the main window’s context menus. |
|
Participants: Users and organisations in F2 are referred to as participants. This topic includes information about F2’s participant register and teams. |
|
Records: This topic covers different aspects of records in F2. For example, read about the record metadata. |
|
Searches: Here you can learn about F2’s various search options. Read about advanced searches, the free-text search field, or how to use search operators. |
|
Settings and setup: Learn how to set up and adjust your F2 to best support your work. For example, you can set up the preview how you prefer it. |
