The functionality available in Fabasoft Folio is configurable in many cases. Therefore, there may be deviations from the standard behavior described here.
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.
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.
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.
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:
The following options are available for customizing your home area:
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:
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”.
To adjust the basic settings (e.g. the language) of the Fabasoft Folio Web Client, proceed as follows:
Note: The Show Menu Bar option refers to the content area. In the property editor, menu bars are always displayed, regardless of the setting.
If you work with Fabasoft Folio, you will come across the following terms repeatedly.