The Web Client
To access the Fabasoft Private Cloud an easy to use web client is available.
Open your preferred web browser, enter the URL of the Fabasoft Private Cloud and log in with your favorite log-in method. If your web browser is not optimally configured for the use of the Fabasoft Private 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:
- 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. The following widgets are initially available to you, depending on your licensed Fabasoft Cloud Edition:
- Personal Folder
In your personal folder, you can store Teamrooms that are important for you.
- Organization Folder
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 (availability depends on licensed edition).
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 (if allowed by your organization policy).
- 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” (if allowed by your organization policy).
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 support button, the logout button, the quick access 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 folder hierarchy.
In the menu bar (hidden by default), menu items are displayed that are available in the current context.
To display the menu bar, perform the following steps:
- Click the account menu (your user name) and then click “Basic Settings”.
- Mark the Show Menu Bar field.
- Click “Save”.
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 Fabasoft Private Cloud Web Client:
- Click with the left mouse button on the desired control to execute the corresponding action.
- The “Actions” tool always contains the most important actions of the current context. The actions apply to the object that is displayed in the content area. For example, if you are in a Teamroom, the “Upload” action imports a file in the currently displayed Teamroom.
- The context menu of an element can be opened by clicking the right mouse button. Usually you will find, beside the actions that are also shown in the tool area, further less frequently used actions.
- Context menu of objects
Right-click an object in the content area. The context menu of this object is opened.
- Context menu of the title bar
Right-click the title bar. The context menu of the object that is displayed in the content area is opened.
- Background context menu
If you are in a Teamroom or folder, right-click an empty area in the content area. The context menu contains actions that are relevant for working with lists (e.g. to create a new object in the list).
- To select entries in a list, click the check box beside the entry. This way you can, for example, execute a context menu command on several objects.