The New User InterfacePermanent link for this heading

With Fabasoft Folio 2019 you get the new user interface. Have a look at the following tips for a smooth switching.

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 New Home Area

The newly designed home area offers you a better overview and a wide range of customization options.

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
    Favorites allow you to quickly access objects that you need repeatedly.
  • Worklist
    Shows your worklist.
  • History
    Contains the most recently used objects and most recently sent e-mails.
  • Follow-Ups
    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.

Quick Access

The “Quick Access” button on the far right of the top bar allows you to open the “Home” dashboard view and navigate to the respective element by clicking on it.

Keyboard Shortcuts

The elements on “Home” can be selected directly using the following keyboard shortcuts, depending on the web browser. If several elements have the same initial letter, the behavior depends on the web browser (navigation in an element or selection of an element).

Microsoft Windows

  • Microsoft Internet Explorer: Alt + First Letter
  • Google Chrome; Alt + First Letter
  • Mozilla Firefox: Alt + Shift + First Letter

Apple macOS

  • Apple Safari: Ctrl + Alt + First Letter
  • Google Chrome: Ctrl + Alt + First Letter
  • Mozilla Firefox: Ctrl + Alt + First Letter

Linux

  • Mozilla Firefox: Alt + Shift + First Letter

Top Bar

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.

Tool Area

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.

Tree View

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.

Favorites

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.

Actions

The “Actions” tool area contains important actions that are valid in the current context.

Title Bar

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 Bar

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:

  1. Click the account menu (your user name) and then click “Basic Settings”.
  2. Select the “Show Menu Bar” option.
  3. Click “Save”.

Content Area

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”.

Double Click

So far objects were opened with a double click and marked by a single click. In the new interface, there exist – as usual for web interfaces – no more double clicks. A single click opens the object and a selection is carried out via a checkbox.

To open a document in a third-party product, you can switch to the content view by clicking on the document, and then click the “Edit” or “Read” action in the tool area. Alternatively, you can execute the commands from the context menu (right click).

For renaming select an entry and press "F2" or execute the context menu command "Rename".

Image Gallery

Have a look at the image gallery to get an impression of the new design.

Image 1: View of a folder

Image 2: Opened tree view

Image 3: Mobile device