Folio Help Center

Native Document editing and quick capture Jots right inside your Salesforce org. To learn about Folio, head to Start Here, browse by topic in the table of contents below, or use the left navigation.

Table of contents

1. Help Center Home
   • Start Here
2. Getting Started
   • Install the Package
   • Assign Permissions
   • Follow the Setup Checklist
3. Admin Setup
   • Configure the Admin Panel
   • Add Components to Lightning Pages
   • Add Folio Home to the Navigation Bar
   • Set up Real-Time Updates
   • Configure Advanced Settings
   • Manage Templates
   • Automate with Invocable Apex
   • Review Invocable Apex Use Cases
   • Handle Invocable Apex Errors
4. End User Guide
   • Compare Folio Jot and Folio Docs
   • Browse Folio Home
   • Access Documents and Jots
   • Use the Document Editor
   • View Related Documents
   • Link Documents to Records
   • Embed Related Lists
   • Apply Tags to Documents
   • Use the Utility Panel
   • Navigate with the Outline Pane
   • Format with Slash Commands
   • Insert Mentions with @
   • Use Keyboard Shortcuts
   • Create Documents from Templates
   • Share Documents
5. Glossary
   • Browse the Glossary

This Help Center is updated as Folio evolves. Questions: [email protected]