Browse Folio Home

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

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

Global search

A single search bar across the top of Folio Home runs global search across all Documents and Jots that you have access to. Search matches against:

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

Advanced filters

Use advanced filters to narrow the table further:

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

The Folio Home 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 and Jots

To the right of the search bar are three buttons for creating new content directly from Folio Home:

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.
Jot Something Down — creates a new Jot.

When a Document or Jot is created from a Lightning record page (via the embedded Folio Document Editor or Folio Jot Editor), it is auto-linked to that parent record. When you create a Document or Jot from Folio Home, however, it is not linked to any record by default — Folio Home 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 or Jot 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 Home table represents a Document or Jot. 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 or Jot
- Rename
- Clone
- Open sharing
- Transfer ownership (only available to the owner or to admins)

Clicking on a row in the table opens the Document or Jot record in a popout directly from the Folio Home page.

The expanded view: contextual sidebar from Folio Home

When a Document is open in its expanded view from the Folio 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 and Jots