Browse the Folio Docs home page

The Folio Docs home page is a Lightning app page that gives users a single place to search, filter, and manage every Document they have access to in the org. Open it by searching for Folio Docs in the App Launcher (the 9-dots menu in the upper-left of any page in Salesforce), or pin the Folio Docs tab to your navigation bar (see Add Folio Docs to the Navigation Bar).

If you don’t see the Folio Docs tab on the navigation bar of the apps you use most, ask your admin to add it and share the Add Folio Docs to the Navigation Bar page with them — it walks them through the setup.

Global search

A single search bar across the top of the Folio Docs home page runs global search across all Documents that you have access to. Search matches against:

Title: Document titles
Contents: body content of every Document
Tags: any Tags applied
Related record names: names of any Salesforce records linked to a Document

Advanced filters

Use advanced filters to narrow the table further:

Starred / Not starred: filter to only your starred Documents, or only the ones you have not starred.
Created date: filter to a start/end date range.
Related objects: show all Documents linked to any record of the selected object(s).
Tags: show all Documents related to one of the selected Tags.

The Folio Docs home page table is always filtered by Last viewed by default, so your most recently viewed items appear first when you arrive at the page.

Creating Documents

To the right of the search bar are two buttons for creating new content directly from the Folio Docs home page:

New Document — creates a new blank Document.
New from Template — creates a new Document from one of the Templates configured in your org. See Create Documents from Templates for the full walkthrough.

When a Document is created from a Lightning record page (via the embedded Folio Document Editor), it is auto-linked to that parent record. When you create a Document from the Folio Docs home page, however, it is not linked to any record by default — the Folio Docs home page isn’t tied to a specific record, so it has nothing to auto-link to. To link it, either use an @-mention inside the Document body to reference a record, or open the Related & Tags popout and add record links from there.

Acting on a row

Each row in the Folio Docs home page table represents a Document. From the table you can:

Star / Unstar directly from the row: clicking the star toggles your personal star on that item.
Use the 3-dots menu on the right edge of the row to:
- Open the Document
- Rename
- Clone
- Open sharing
- Transfer ownership (only available to the owner or to admins)

Clicking on a row in the table opens the Document in a popout directly from the Folio Docs home page.

The expanded view: contextual sidebar from the Folio Docs home page

When a Document is open in its expanded view from the Folio Docs home page, the Documents that appear in the left sidebar are all other Documents related to any of the records that the initially opened Document is also related to.

This shows you a network of contextual records right where you need to see them. The Document you clicked first becomes the anchor, and the sidebar pulls in every related Document that shares any linked record with it. See Using the Folio Document Editor for more on how this view behaves.

Formatting Documents