Document templates

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.

In F2 you can set up a document to be included on the automatically created record when an approval is finally approved. Open the document’s properties from the context menu in the document area of the record window. The record must be in edit mode. Tick the box "Include upon reply creation when approval is final" in the document properties and click on Save.

document properties
Figure 1. The "Properties" dialogue

You can also set up a document template to be included upon automatic creation.

Set up document template

All users can create personal document templates for their daily work. Furthermore, users with the “Template administrator” privilege can create templates available as standard documents for the entire organisation or specific authorities or units.

Create a document template in a Word document outside of F2. Insert the relevant merge codes and phrases, including the signature phrase, into the document. Insert the signature phrase with the correct syntax: $signature:final_approver$.

document template example
Figure 2. Example of a document template with a merge code (1) and a signature phrase (2)

Next step is importing the document template into F2. Click Document templates in the “Settings” tab to open the “Document templates” dialogue.

document template
Figure 3. The “Document templates” menu item on the “Settings” tab

In the “Document templates” dialogue, select the folder or unit in which you wish to place the template. Click New document template in the window ribbon.

create document template menu item
Figure 4. Create a new template from the “Document templates” dialogue

In the “New template” dialogue, click Browse… to import the document template located outside F2.

new template dialogue
Figure 5. Create a new template

Give the template a title and click OK.

The next step is to ensure that the document template will be attached to the record automatically created by F2 upon final approval. Tick the box "Include upon reply creation when approval is final" in the document properties. Select the relevant template in the overview and click on Properties in the window ribbon.

template properties menu item
Figure 6. Open the document’s properties

The “Properties” dialogue opens. Tick the box “Include upon reply creation when approval is final” and click Save.

document properties
Figure 7. Document properties

Read more about document template creation and editing.