End User Guide
This section is for the people who’ll actually use Folio Docs day to day — sales reps, customer success managers, support engineers, solution consultants, and anyone whose job depends on knowing the context behind a record.
If you’re new to Folio Docs, start with What is Folio Docs? for a five-minute orientation.
What’s in this section
- What is Folio Docs?: a short, end-user-focused intro to Folio Docs.
- Using the Folio Document Editor: a complete tour of the Document Editor — header, sidebar, body, outline, utility bar, and footer.
- Browse the Folio Docs home page: your central hub for searching, filtering, and managing every Document you have access to.
- Formatting Documents: text styles, headings, lists, and structure inside Documents.
- Insert Mentions with @: Record Links, Live Fields, and Related Lists via the
@menu. - Use Keyboard Shortcuts: speed up editing with keyboard shortcuts.
- Create Documents from Templates: how to instantiate a new Document from an admin-prepared template.
Where to go next
If you run into a question that isn’t covered here, ask your Salesforce admin — they may have additional org-specific configuration. You can also chat with the docs via the Folio Help Center for LLMs.
Related: Help Center home · Getting Started · Admin Setup