General Handling Information
The functionality available in Fabasoft Folio is configurable in many cases. Therefore, there may be deviations from the standard behavior described here.
An easy-to-use, accessible web client is available for accessing Fabasoft Folio. Further information on accessibility can be found in chapters “Accessibility” and “Keyboard Operations”.
Starting the Fabasoft Folio Web Client
You can access your Folio installation via the Fabasoft Folio Web Client. The Fabasoft Folio Web Client is opened like a website in your web browser.
- Open your preferred web browser.
- Enter the address of your Folio installation in the address bar. If you do not know the address, please contact your IT help desk.
Note: For quick access, it is recommended that you either define Fabasoft Folio as start page in your web browser or that you add the address to your favorites.
- Depending on the configuration of your Folio installation, you may need to log in, for example, using a certificate or user name and password.
If your web browser is not optimally configured for using Fabasoft Folio, this is indicated by a warning symbol (web browser state) in the header bar. If necessary, click on the icon and follow the instructions to create the optimal configuration.
Exiting the Fabasoft Folio Web Client
The Fabasoft Folio Web Client is closed by closing all Fabasoft Folio Web Client windows. In general, you do not need to log off separately. For special authentication methods (e.g. SAML), logoff may be required. In this case, the “Logout” button is located in the top right-hand corner of the top bar.
Structure of the Fabasoft Folio Web Client
The Fabasoft Folio Web Client offers you an intuitive, easy-to-learn and individually customizable user interface that enables you to efficiently complete your daily tasks.
The web client is divided into the following areas:
- home (starting page)
- top bar
- tool area
- title bar
- menu bar (hidden by default)
- content area
The dashboard concept of the home area allows you to show or hide widgets, change their size and move them.
- Personal Folder
In your personal folder, you can store documents, folders and Teamrooms that are important for you.
- Teamrooms Shared With Me
Contains all Teamrooms in which you are authorized as a team member. Teamrooms that you have created yourself are excluded from this list. For a better overview, the list is structured by years and months. Via the “Integrate in My Folder Hierarchy” action, you can add the desired Teamrooms to your personal folder, to your favorites or directly to “Home”.
Favorites allow you to quickly access objects that you need repeatedly.
Shows your worklist.
Contains the most recently used objects and most recently sent e-mails.
Contains your follow-ups that that fall within the period you defined.
- Other Dashboards
Apps that offer their own dashboards are also displayed directly on “Home”.
Customizing the Home Area Individually
The following options are available for customizing your home area:
- Show or hide widgets
The “View” menu allows you to show or hide widgets.
- Moving or resizing widgets
You can move widgets using drag-and-drop or the context menu. You can also specify the size in the context menu of the widget.
- Storing objects on “Home”
In addition to the widgets, you can also copy and paste important objects directly to “Home”.
- In the basic settings under accessibility, you can specify whether background images are to be displayed in the Show Background Images in Dashboards and Home field.
- The “Restore Standard” background context menu command can be used to restore the standard settings of the widgets (position, size, visibility).
In the top bar, you will find your logo on the left and the account menu (your user name), the role button, the support button, the logout button, the quick access button, the home button and the search field on the right.
Note: The buttons displayed depend on the configuration of your Folio installation.
The tool area is available in all widgets, but not directly on “Home”.
The context-independent tools “Tree View” and “Favorites” can be opened or closed via a quick selection. The “Actions” (e.g. “Upload”) are always at your disposal. Depending on the context, different actions are offered to you.
Up to three tool areas can be displayed next to each other (e.g. “Tree View”, “Actions” and “Team”). The tree view can be enlarged to make it easier to read even longer entries.
Objects that have an object list property are displayed hierarchically in the tree view. These are, for example, folders that can contain additional folders or documents. Clicking an object in the tree view displays the object list of the corresponding object in the content area.
To display or hide all subordinate objects of an object in the tree view, you can use the “Expand All” or “Collapse All” context menu commands.
You can search for the names of objects in the tree view using the “Find entry” context menu command. The system searches the subordinate hierarchy of the object on which the context menu command was executed. The first object that matches the search criterion during the depth-first search is displayed in the content area. If necessary, the corresponding subtree is expanded to the search hit in the tree view. In the search criterion, the wildcards * (any number of characters) and ? (one character) are allowed.
If folders are opened in the content area, the hierarchy in the tree view is also opened accordingly.
You can add frequently used objects (for example, Teamrooms or documents) to your favorites. To do so, navigate to the desired object. It is offered in the “Favorites” tool for adding.
The “Actions” tool area contains important actions that are valid in the current context.
The title bar contains the breadcrumbs of the currently opened hierarchy. Clicking on a breadcrumb takes you to the corresponding object. By right clicking the context menu of the object can be opened.
If you navigate in a widget, all other widgets of the same level are display as tabs.
Menu commands are offered via the menu bar (hidden by default). Menu commands can either be context-independent (e.g. “User Settings”), refer to the object displayed in the content area (e.g. “New”) or to the objects selected in the content area (e.g. “Rename”).
To display the menu bar, proceed as follows:
- Click the account menu (your user name) and then click “Basic Settings”.
- Select the “Show Menu Bar” option.
- Click “Save”.
The content area displays the content of the current object. This can be the content of a folder or the preview of a document, for example. The top level is called “Home”.
Customizing the Fabasoft Folio Web Client
To adjust the basic settings (e.g. the language) of the Fabasoft Folio Web Client, proceed as follows:
- Click the account menu (your user name) and then click “Basic Settings”.
- Make the desired settings and click “Save”.
Note: The Show Menu Bar option refers to the content area. In the property editor, menu bars are always displayed, regardless of the setting.
Defines the language of the web client.
The selected locale affects the representation of property values such as the format of the date or the decimal separator.
- Default Currency
The default currency can be taken into account in currency properties.
- Show Menu Bar
Defines whether the menu bar is shown.
- Show Hints
Defines whether object hints are displayed in an info box.
- Read Properties by Default
Defines whether the properties of an object are displayed in read-only or edit mode (for example, when using the “Properties” action).
- Start With
Defines which widget is displayed initially when you start the program.
- Show Upload Confirmation
Defines whether a confirmation dialog is shown when importing files.
- Show Exit Confirmation
Defines whether a security prompt is displayed when closing the client by closing the web browser.
On this tab you can find settings that are helpful when using the keyboard and screen readers. Refer to chapter “Accessibility” for more information.
If you work with Fabasoft Folio, you will come across the following terms repeatedly.
- In Fabasoft Folio, you work with objects.
- Depending on the type of object (e.g. folder or Microsoft Excel worksheet), an object can store different information.
- Objects that store content (a file) are often referred to as documents.
- Objects exist independently of their visual representation in the Fabasoft Folio Web Client. In the web client, you see links or references to the objects. To avoid unnecessary complexity in the descriptions, the term object is used nevertheless.
- The properties (metadata) of an object (e.g. the name) are displayed as fields in the property editor.
- The term “field” is used for all properties (including list properties).
- Typical types of properties are: string, string list, number, date and time, Boolean property, content property, enumeration property, object property, object list, aggregate (compound property) and aggregate list.
- The context menu is the central element for executing commands.
- The context menu of an object is opened by right clicking on the object.
- The context menu of an object property is opened by right clicking on the empty object property (e.g. to insert an object from the clipboard). If an object is already contained, the context menu of the object and the object property are merged together.
- The context menu of an object list (background context menu) is opened by right clicking on an empty area of the object list.
- There is a significant difference between the frequently used instruction steps “navigating in an object” and “navigating to an object”. When you navigate to a folder “B”, its content is displayed in the content area. If you navigate to this folder “B”, the content of the parent folder “A” will be displayed in the content area.