Folio Help Center

Native document editing and quick capture inside your Salesforce org. Browse by topic below or use the left navigation. Product names: Folio Jots (notes) and Folio Docs (Documents with merge fields, sharing, and templates).

Table of contents

1. About Folio
2. Getting started
   • Installation
   • Licenses and permissions
3. Admin setup
   • Admin Panel overview
   • Configuration settings
   • Template management
   • Automation (Invocable Apex)
4. Placing components on record pages
5. User guide
   • Folio Jots vs Folio Docs
   • The editor
     • Document sidebar
     • Linking Documents to records
     • Tagging
     • Utility panel
     • Outline pane
     • Formatting — slash commands
     • @ commands — records and merge fields
     • Keyboard shortcuts
   • Explorer
   • Sharing Documents
6. Glossary

This Help Center is updated as Folio evolves. Questions: hello@foliosolutions.net