Open your preferred web browser, enter the URL of the Fabasoft Cloud and log in with your favorite log-in method. If your web browser is not optimally configured for the use of the Fabasoft Cloud, a warning symbol (web browser state) will appear in the top bar. If necessary, click on the icon and follow the instructions to set up an optimal configuration.
The web client is divided into following areas:
The dashboard concept of the home area allows you to show or hide widgets, change their size and move them. The following widgets are initially available to you:
In your personal folder, you can store Teamrooms that are important for you.
Contains all standard Teamrooms of your organizations in which you are authorized.
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.
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:
In the top bar, your organization logo is displayed on the left and on the right, you can find the account menu (your user name), the data locations menu, the support button, the logout button, the quick access button, the home button and the search field.
The tool area is available in all widgets, but not directly on “Home”.
The context-independent tools “Tree View” and “Favorites” can be opened and closed via a quick selection. The “Actions” are always displayed. Depending on the context, different actions are provided.
Up to three tool areas can be displayed next to each other (e.g. “Tree View”, “Actions” and “Authorize Team”). The tree view can be resized to be able to read even longer entries conveniently.
Here you can find your Teamroom and folder hierarchy in a tree view, which allows fast navigation.
You can add frequently used objects (e.g. Teamrooms or documents) to your favorites. To do so, navigate in the desired object. In the “Favorites” tool, the object is offered to be added.
In the “Actions” tool area, you will find important actions that are relevant in the current context.
In the title bar, you will find the breadcrumbs of the currently opened hierarchy. If you navigate in a widget, all other widgets of the same level are display as tabs.
In the menu bar (hidden by default), menu items are displayed that are available in the current context.
To display the menu bar, proceed as follows:
In the content area, the content of the current object is displayed. This may be, for example, the contents of a folder or the preview of a document. The top level is referred to as “Home”.
For your first steps in the web client:
Customizing the Web Client
To adjust the basic settings (e.g. the language) of the 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.