Copy recipient in F2 Manager 2
| 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. |
F2 Manager 2 gives you access to active approvals where you are a copy recipient. An approval is transferred to F2 Manager 2 when it is sent to a step where you are a copy recipient. The approval disappears from F2 Manager 2 when you mark it as read or after 30 days.
Tap Copy recipient at the bottom of the ribbon on F2 Manager 2 to display a list of all available approvals.
On the left you can see a list of transferred approvals (1). You can search for approvals using the search field above the list (2). When you tap an approval in the list, the approval document will be displayed in a preview on the right (3). Above the preview are functions for processing the approval (4). Above these functions are the metadata of the selected approval such as title, deadline, and record ID for the record associated with the approval (5).
| If you are a gated approver, your gatekeeper will select which approvals are transferred to F2 Manager 2. Some approvals may not be transferred to F2 Manager 2 even though you are a copy recipient on the current step of the approval. Read more about the F2 Gateway Approvals module. |
The approvals list for copy recipients
Approvals are displayed in the approvals list with title and number of attached documents. The list is sorted by approval deadline. If there are multiple approvals with the same deadline, they are grouped. The deadline and the number of approvals in the grouping are shown in the grey band above a group of approvals.
Approvals marked "Urgent" are placed at the top of the list. Approvals without a deadline are placed at the bottom of the list. Approvals that are both marked "Urgent" and have a deadline are placed in the "Urgent" group. Unread approvals and documents are bolded in the list.
Search for approvals
You can search for approvals using the search field above the approvals list. You search by the title of the approval.
Copy recipient ribbon functions
The ribbon above the preview contains menu items for working with the approval as a copy recipient.
When the ribbon is shortened, the menu items are gathered in the "More" drop-down menu.
The functions are as follows:
| Function | Description |
|---|---|
Full screen/Split screen |
Display the selected content on the entire screen or restore the default view. |
New chat |
Create a new chat on the approval. |
Share |
Share the document with other apps on your iPad. This function is only available for attachments. You cannot share an approval document. |
Search |
Search within the selected document. The first match is highlighted in yellow. Other matches are highlighted in white. |
Hide annotations/Show annotations |
Hide or show annotations in the selected document. The menu item is only visible for annotated documents. |
View combined/Split view |
Show the approval document and the attached documents in the preview either as a combined PDF or as separate PDFs. |
Mark as read |
Open a dialogue where you can mark the approval as read. |
Process approval as a copy recipient
You can read and process approvals on F2 Manager 2 as a copy recipient by commenting and marking the approval as read. As a copy recipient, you only have read access and cannot make annotations in documents.
| When you process an approval as a copy recipient and gated approver, your gatekeeper may apply or adjust your comment or decision to mark it as read before the approval is sent to the relevant approval step. Read more about F2 Gateway Approvals. |
Tap Mark as read in the ribbon to mark the selected approval as read. A dialogue opens where you can add a comment.
Tap OK to mark the approval as read.
Tap Cancel if you do not wish to mark the approval as read.