Configuration settings

Settings below are configured in the Folio Admin app. For access, see Admin Panel overview.

Delete behavior

Users can hard delete Jots (Yes / No) — When Yes, users can permanently remove their Jots. When No, deletes are archived: the Jot is hidden from normal UI but retained for admins.
Users can hard delete Documents (Yes / No) — Same pattern for Folio Documents.

Enable merge field write-back (Yes / No) — Master switch. When Yes, users may edit certain merge field chips inside a Document and save values back to Salesforce (per-field rules still apply). When No, no write-back occurs. Merge fields themselves are a Folio Docs feature; see @ commands.

Control which Salesforce objects Folio may attach to and which fields power Explorer search and merge fields.

Adding an object — Pick a standard or custom object. Users can then:

Per object:

Explorer search index fields — Fields whose values are indexed so Explorer can match Documents and Jots to record data (for example Opportunity Name, Stage, Owner).
Merge fields — Fields that may be inserted as live merge chips in Folio Docs. Only enabled fields appear in the @ picker for merge fields.
- Write-back — Per enabled merge field, choose whether the field may be edited from the Document when the master write-back toggle is on. Not every field should be editable from a Document.

Automatically share Documents with team members on the linked record:

Auto-share with Account Team — Documents linked to an Account gain access for Account Team members.
Auto-share with Opportunity Team — Documents linked to an Opportunity gain access for Opportunity Team members.
Auto-share with Case Team — Documents linked to a Case gain access for Case Team members.

For each enabled rule, set Read Only or Edit. Auto-share runs when a Document is created or when team membership changes.

Manual sharing still works from the Utility panel; see Sharing Documents.

Related: Template management · Explorer