Explorer
Explorer is a Lightning app page that gives a single place to search across Documents and Jots. Open it from the Folio app in the App Launcher. (The product name is Explorer — not “Doc Explorer” or “Jot Explorer”.)
Searching and filtering
Full-text search runs over:
- Document and Jot titles and body content
- Tags (org-wide and your personal tags — Tagging)
- Values from linked Salesforce records, limited to fields your admin indexed (Configuration settings)
Results refresh as you type.
Filters may include:
- Type — Documents, Jots, or both
- Tag
- Related object type
- Additional filters: confirm for v1.
Table view
Results appear in a sortable table — typical columns:
- Title
- Type (Document / Jot)
- Related record
- Tags
- Last viewed (by you)
- Last modified
Click a column header to sort; click a row to open the item.
Related: Document sidebar · Folio Jots vs Folio Docs