Glossary

• Document — A Folio Docs rich-text artifact, typically long-lived, with merge fields, sharing, and templates where enabled.
• Jot — A quick-capture note on a record (created with Folio Jots); @ mentions only (no live merge fields).
• Explorer — The Lightning page for searching Documents and Jots across the org (Explorer).
• Merge field — A live chip in a Document showing a Salesforce field value; may support write-back when configured (@ commands).
• Template — Admin-defined starter Document with placeholders (Template management).
• Utility panel — Right-hand editor panel for info, sharing, export, focus, and more (Utility panel).
• Folio Admin — Administrator experience for org configuration (Admin Panel overview).

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