Utility panel

Open the utility panel from the editor toolbar (right side). Sections below apply to Folio Docs unless noted.

Document info

Owner, created / last modified metadata (content save drives “last modified” for editorial changes).
Template reference when the Document came from a template (Template management).
Copy link — Copies a deep link to this Document.

Transfer ownership

Document owner only. Transfer to another user with Folio Docs access.

See who has Edit vs Read Only. Add users or groups, drag between access levels, or remove access. Read Sharing Documents for notifications and rules.

Non-editors may view the panel read-only.

Wide view

Toggle between default document width and full-width editing — especially helpful with Focus mode on large displays.

Focus mode

Focus mode is full-screen, distraction-free editing (no Salesforce chrome). Exit via X (upper right), Escape, or the control Folio surfaces in your build.

Print

Opens a print-ready view in a new tab (PDF via the browser print path).

Download

Export the Document as:

.docx (Word)
.pdf
.md (Markdown)

Save to Files

Creates a Salesforce File (PDF snapshot) related to the parent record and the Folio Document record — good for snapshots and compliance handoff.

Delete

Removes the Document; behavior follows Delete behavior (hard delete vs archive).

Shortcuts — Opens keyboard shortcut reference (Keyboard shortcuts).
Word / character counts for the current body.