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