Various Functions and Actions

The following chapters describe various functions and actions.

Depending on the server configuration settings some of the following functions and actions may be disabled or replaced by server-provided functions.

Note:

• The function “Properties” requires Fabasoft Folio 2020 Update Rollup 3 or later.
• Dynamic server-provided functions and actions require Fabasoft Folio 2022 or later.

Creating Teamrooms

Teamrooms can be created directly e.g. in your personal folder or within a folder. In order to create a new Teamroom in the app, proceed as follows:

1. Navigate into your personal folder or selected folder.
2. Tap “Add” in the action panel.
3. Select the “Teamroom” action in the pop-up “Folders”.
4. Enter the name of your Teamroom into the “Name” textbox and tap the “Create” button.

Invite Contacts

In order to invite Contacts to your Teamroom, proceed as follows:

1. Navigate into the desired Teamroom.
2. Tap “Send Invitation” in the action panel.
3. You can add users stored in the contact list on your device. In order to do so, you have to allow access to contacts for the Fabasoft App.
4. Enter the name of the user you want to send an invitation to and tap the icon of the user.
   Note: On iOS, it is possible to select directly from contacts by tapping the “+” icon.
5. Tap the “Send” button.

Creating Folders

In order to create a folder, proceed as follows:

1. Navigate into your personal folder or desired Teamroom.
2. Tap “Add” in the action panel.
3. Select the “Folder” action.
4. Enter the name of your folder and tap the “Create” button.

Note: You can also create folders within folders.

Uploading Files

In order to upload a file from your mobile device, proceed as follows:

1. Navigate into the desired folder.
2. Tap “Add” in the action panel.
3. Select the “Browse” action.
4. Select the desired document from your device or navigate to it using the files app of your device.

In order to upload a photo or video from your mobile device, proceed as follows:

1. Navigate into the desired folder.
2. Tap “Add” in the action panel.
3. On Android select the “Take Photo” action or the “Record Video” action. On iOS select the “Use Camera” action or the “Photos and Videos” action.
4. Take your photo or record a video in a 3rd party app.

In order to scan and upload a document from your mobile device, proceed as follows:

1. Navigate into the desired folder.
2. Tap “Add” in the action panel.
3. Select the “Scan Document” action.
4. Scan the document by taking one or more photos of the document.

It is possible to paste HTML, plain text, and URLs into a folder or Teamroom from the pasteboard. Additionally, only on iOS, you can paste text in RTF format, pictures, and documents. In order to do so, proceed as follows:

1. Locate the relevant object on your device (e.g. a web page in Safari, a photo in the Photos app, a document in the Files app, etc.).
2. Copy the desired document, text, picture, or URL.
3. Navigate into the desired folder or Teamroom in the Fabasoft App.
4. Tap “Add” in the action panel.
5. Select the option “Paste” on iOS or the menu item “From Clipboard” on Android.
6. Enter the name of the document and tap “Paste”.

Copying a Link

With the Fabasoft App, it is possible to copy a hyper link (URL) of an object to the clipboard or pasteboard. Proceed as follows:

1. Navigate to the object to which you want to receive a link.
2. Tap the “Copy Link” action.

Sending a Link

Opens your e-mail app with a hyperlink to the object in the body of the e-mail. In order to access the object via the link, the recipients must have a Fabasoft account as well read access on the object. To send a link to a Teamroom, folder, or document, proceed as follows:

1. Navigate to the desired Teamroom, folder, or document.
2. Tap the “Send Link” action.
3. Complete and send the e-mail using your preferred e-mail app.

Sending a File

Instead of sending a link to a document, you can send the document as a file attachment via e-mail. This action is only available for documents.

1. Navigate to the desired document.
2. Tap the “Send File” action.
3. Complete and send the e-mail using your preferred e-mail app.

Deleting an Object

You can delete or move an object to the wastebasket by the “Delete” action. To delete an object, proceed as follows:

1. Navigate to the desired folder or document.
2. Tap “Delete” from the action panel.
3. Confirm the deletion of the object.

or

1. In the list view, swipe left on the desired object and tap the “Delete” action.
2. Confirm the deletion of the object.

Renaming an Object

In order to rename a folder or file, proceed as follows:

1. In the list view, swipe left on the desired object and tap the “Properties” action, or view the object that you want to rename and tap the “Properties” action.

Note: Only available with corresponding configuration settings.

Info

In order to see the information about a Teamroom, folder, or document, proceed as follows:

1. Navigate to the desired Teamroom, folder, or document.
2. Tap the “Info” button on the action panel.

Note: Only available with corresponding configuration settings.

Properties

In order to see the properties about a Teamroom, folder, or document, proceed as follows:

1. Navigate to the desired Teamroom, folder, or document.
2. Tap the “Properties” button in the action panel.
3. You can tap the “Edit” button to edit the object before proceeding.
4. Tap “Next” to save your changes and close the dialog.

Note: Only available with corresponding configuration settings. Requires Fabasoft Folio 2020 Update Rollup 3 or later.