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Browse the Glossary

Admin & configuration

  • Archived Document: a Document soft-deleted when hard delete is disabled — its Is Archived flag is set to true so the Document is hidden from end users but retained in the backend (Use the Admin Panel).
  • Auto-Share Level: the per-Linkable-Object setting that grants the linked record’s Owner automatic Read, Edit, or No access to Documents linked to that record (Use the Admin Panel).
  • Background Jobs: the single Asynchronous Processing setting that schedules all six of Folio’s background jobs — search indexing, junction name sync, Team member sharing, usage rollup for the Dashboard, version history consolidation, and log and notification retention cleanup. Should be on for Folio to work properly (Admin Panel Settings).
  • Folio Admin page: the dedicated Lightning app page where administrators configure Folio (Use the Admin Panel).
  • Invocable Apex action: a Folio Apex action callable from Salesforce Flow to automate Document workflows — create, clone, share, tag, link, transfer, and more (Automate with Invocable Apex).
  • Junction: the record that links a Document either to a Salesforce record or to a Tag. A single Junction is one or the other, never both (Update Data in Bulk).
  • Lightning Web Security (LWS): the Salesforce platform security architecture Folio Docs is built on. It must be enabled in the org — this is a hard dependency (Check the Prerequisites).
  • Linkable Field: the admin setting that permits Folio to reference a Salesforce field. It is what makes that field available to Live Fields and to the five Salesforce components — distinct from a Live Field, which is one inline node type that a Linkable Field enables (Admin Panel Settings — Choose Linkable Fields).
  • Linkable Field Write-Back: the org-wide toggle that permits editing Salesforce fields from inside a Document. It is the first of the two gates write-back requires; the second is Enable Write-Back on the individual field (Admin Panel Settings).
  • Linkable Object: a Salesforce object enabled in the Admin Panel so users can link Documents to it, reference it from inline mentions, and use it in the Salesforce components (Admin Panel Settings — Choose Linkable Objects).

Documents & home

  • Document: a Folio Docs rich-text artifact, typically long-lived, with Live Fields, sharing, and templates where enabled.
  • Folio Docs home page: the Lightning page for searching Documents across the org, labeled Folio Docs in the Salesforce UI (Browse the Folio Docs home page).
  • Notification: an in-app alert for an @-mention, a comment reply, or thread activity involving you. In-app only — Folio does not use Salesforce Custom Notifications (Collaborate with Comments).

Comments

  • Anchor: the specific block a comment thread attaches to. Threads follow that block through editing, but are deleted with it (Collaborate with Comments).
  • Re-Anchor mode: the mode entered from a comment’s anchor icon, where hovering highlights each block in orange and clicking one moves the comment — and its full thread — to that block (Collaborate with Comments).
  • Resolve: marking a comment thread closed with the green check. Resolved threads are read-only until reopened, and both events are recorded in the thread (Collaborate with Comments).
  • Thread: a comment and its replies, anchored to one block of a Document (Collaborate with Comments).

Editor & formatting

  • Callout: a highlighted block available in seven styles — Info, Note, Success, Tip, Quote, Warning, and Error — insertable directly with !!warn, !!tip, and so on (Formatting Documents).
  • Document Type: the picklist on a Document record marking it as either Document or Template (Understand the Folio Data Model).
  • Expanded view: a full-screen overlay of a Document that hides the surrounding Salesforce page for distraction-free reading and editing (Document Editor — Open / exit expanded view).
  • Folio Document Editor: the block-style editor Lightning Web Component placed on Salesforce record pages and used inside the Folio Docs home page, with a header, left sidebar, document body, outline pane, utility bar, and footer (Using the Folio Document Editor).
  • Edit lock: the right to edit a Document, held by one tab at a time. A tab in Editing mode sending a heartbeat (roughly every 10 seconds) holds it; when it goes stale, every viewer is offered the chance to take over and whoever accepts first gets it (View and Edit at the Same Time).
  • Merge Field Picker: the floating {} panel in the Template Builder used to insert global merge fields (dates, running user, template and document names) and Folio mention merge fields (Record Links and Live Fields) (Admin Panel Templates).
  • Mode selector: the control on Folio’s print / download / save page that sets how Record Links and Live Fields render in the output — Plain Text (the default), Plain Text + Record Details, Folio Styling, or Folio Styling + Record Details (Document Editor — 3-dots overflow menu).
  • Change Into: the node handle option that converts a block to another type. The list offered depends on the block and is filtered against what its container allows (Using the Folio Document Editor).
  • Copy Link to Block: a node handle option producing a direct link to one block of a Document, for pointing someone at a section rather than the whole page. Documents only (Using the Folio Document Editor).
  • Node handle: the control that appears in the left margin when you hover a block. Drag it to move the block, or click it for that block’s menu — Copy, Cut, Paste, Delete, and a set of options built for that block type (Using the Folio Document Editor).
  • Outline pane: the auto-generated, jump-navigable table of contents built from a Document’s headings (Using the Folio Document Editor).
  • Slash command: typing / in the editor opens a menu of block types and Salesforce components; navigate with ↑/↓ and select with Enter (Formatting Documents).
  • Tag: a free-form label applied to a Document via the Related & Tags drawer or popout; new Tags are created inline as you type, and uniqueness is case-insensitive (Admin Panel Tags).
  • Presence: the viewer initials shown in the editor header indicating who else currently has a Document open (View and Edit at the Same Time).
  • Utility Bar: the group of per-Document controls in the upper-right of the Document Header — viewer initials, the Editing/Viewing toggle, notifications, info, Wide View, transfer ownership, sharing, Related & Tags, expanded view, and the overflow menu (Using the Folio Document Editor).
  • Viewing mode: an editor mode that locks the Document body from edits while still allowing write-back–enabled Live Fields and Salesforce components to be edited where the user has Salesforce field access. Releases the edit lock (Using the Folio Document Editor).
  • Version snapshot: a saved point in a Document’s history. Snapshots are recorded per 5-minute window, then consolidated by a nightly job — 5-minute snapshots merge into hourly after 24 hours, and hourly into daily after 3 days. Numbering reflects the granularity: v1 daily, v1.1 hourly, v1.1.1 five-minute (Browse Document Version History).
  • Wide View: a toggle that expands the Document body to fill the available window width instead of the standard paper-like width (Document Editor — Wide View).

Mentions & linked data

  • Live Field: a green inline chip in a Document showing a current Salesforce field value; editable when write-back is configured. Rich Text, Long Text, and Text Area fields render as a full-width node instead of a chip (Insert Mentions with @).
  • Inline mention: one of the two chip types inserted in a Document body — a Record Link or a Live Field. Distinct from the five Salesforce components (Insert Mentions with @).
  • Record Link: a blue inline chip linking to a Salesforce record. Inserting one also creates a relationship between the Document and that record (Insert Mentions with @).
  • Related List: one of the five Salesforce components — a live, filterable list of child records under a parent record (Insert Mentions with @).
  • Salesforce component: one of the five live Salesforce elements embeddable in a Document — Status Bar, Record Preview, Related List, Workbench, and Kanban Board. Four can be inserted from the @ menu; all five from the / menu (Use Salesforce Components).
  • Status Bar: a Salesforce component rendering a record’s picklist path as a clickable progress path (Insert Mentions with @).
  • Record Preview: a Salesforce component showing a highlights panel of key fields from one record (Insert Mentions with @).
  • Workbench: a Salesforce component listing records owned by a chosen set of users, groups, or queues. The only component that can’t be inserted from @, since it isn’t anchored to a single record (Use Salesforce Components).
  • Kanban Board: a Salesforce component showing records in picklist lanes, in either Parent Record mode or Assigned mode (Insert Mentions with @).
  • Write-Back: editing a Salesforce field’s value from inside a Document — via a Live Field or a Salesforce component — and saving it to the record. Requires Linkable Field Write-Back org-wide plus Enable Write-Back on the field, and always respects standard object-, record-, and field-level access (@ menu — Write-back).

Permissions

  • Folio Administrator: the permission set that grants access to the Folio Admin page and Folio package settings. Admins need this in addition to Folio Docs User (Assign Permissions).
  • Folio Docs User: the licensed permission set required for every user of Folio Docs. It grants access to the Folio Docs editor and all core features (Assign Permissions).

Templates

  • Source Object: the Salesforce object type a Template is configured for. Required on every Template, though it may be set to None. It determines which records are selectable as the Source Record, and drives every Record Link and Live Field merge field, the record behind Status Bar and Record Preview components, the Parent Record of a Related List, and the parent record of a Kanban in Parent Record mode (Admin Panel Templates — Source Object).
  • Source Record: the specific Salesforce record passed in when a Template is instantiated; supplies the values for the Template’s Mentions (Manage Templates).
  • Template: admin-defined starter Document with merge-field placeholders (Admin Panel Templates).
  • Template Status: a Template’s Draft, Active, or Archived state. Only Active Templates can be used to create Documents, from the UI or from automation (Admin Panel Templates — Template Status).

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