Main window tabs

The content of this website is last updated to F2 version 12. cBrain are working hard on supplying you with the newest documentation of F2.

The different tabs of the main window are described below.

The “F2” tab

Click the “F2” tab in the top left of the main window to open the F2 menu. The menu contains several functions pertaining to the general use of F2.

f2 tab
Figure 1. The F2 menu

The F2 menu contains the following tabs:

Tab Description

Working documents

Provides an overview of open documents in F2 with pending changes that are not yet saved to the database.

Document recovery

View and recover record and approval documents with unsaved changes. You can compare the recovered changes to the active document before saving.

Minimise all open records

Minimises all open record windows.

Close all open records

Closes all open records. If an open record has unsaved changes, the dialogue “Save changes?” appears. After you respond to this dialogue, the record will close.

Role

Users with several job roles in F2, including on-behalf-of rights, can switch between roles here.

System messages

Provides an overview of previous and current system messages in F2.

Mass operations

Shows your 20 latest mass operations.

About F2

Information about version number, third-party libraries, etc. You can reassociate the F2 protocol (normally an f2p:// link) here. This is done to ensure that an F2 link opens in the correct F2 Desktop client, e.g. after switching between F2 production, archive, or test systems.

Keyboard shortcuts

Opens a window displaying keyboard shortcuts available in F2’s main window.

Send support information

Send a log file and a description of any issues to an administrator.

Close F2

Shuts down F2.

The F2 menu is also available in the record and case windows.

The “Main window” tab

All functions relevant to communication, processing, and managing records can be found in the ribbon of the “Main window” tab. For instance, you can add approvals and print documents from the ribbon.

Each menu item in the main window’s menu ribbon is described in more detail in Menu items on the main window ribbon, Records, Managing records, and Searches.

main window tab
Figure 2. The ribbon of the “Main window” tab

The “Settings” tab

Use the functions of the “Settings” tab to adjust F2 to your preferences with regard to preview placement and determine how F2 should handle a number of actions.

Read more about the menu items on this ribbon in Settings and setup.

settings tab
Figure 3. The ribbon of the “Settings” tab

The "Help" tab

On the "Help" tab you can find help functions for F2 including short-form articles about basic F2 use and links to long-form content on F2 Docs. Read more in F2’s help tools.

help tab
Figure 4. The ribbon of the “Help” tab

User identification, image and role change

The user identification is found in the top right corner of F2’s main window.

Here you can see which user is currently logged into F2 as well as the user’s job role and unit. The image below identifies the current user as Ireene Todd from the IT Office unit.

user id
Figure 5. User identification

Click on the user identification to display a menu with the Change image, Open properties, and Change role functions. The latter requires the F2 Shared Mailboxes module.

Read more about changing images in Settings and setup or about changing roles, also called “fast role change”, in Shared mailboxes (documentation available in Danish).

The Properties function displays a dialogue with the user’s properties.

user properties
Figure 6. Properties for user Ireene Todd
The corresponding user identification and role change function can also be found in the record and case windows.