Folio Help Center

Browse the Glossary

  • Document: a Folio Docs rich-text artifact, typically long-lived, with Live Fields, sharing, and templates where enabled.
  • Jot: a quick-capture note on a record (created with Folio Jot); Record Links only (no Live Fields).
  • Folio Home: the Lightning page for searching Documents and Jots across the org (Browse Folio Home).
  • Record Link: a clickable chip inside a Document or Jot that links to a Salesforce record (created via @; see Insert Mentions with @).
  • Live Field: a live chip in a Document showing a Salesforce field value; may support write-back when configured (Insert Mentions with @).
  • Template: admin-defined starter Document with placeholders (Manage Templates).
  • Utility panel: right-hand editor panel for info, sharing, export, focus, and more (Use the Utility Panel).
  • Folio Administrator: the permission set that grants access to the Folio Admin page and Folio package settings (Assign Permissions).
  • Folio Admin page: the dedicated Lightning app page where administrators configure Folio (Configure the Admin Panel).
  • Folio User: the base permission set required for any user of Folio Jot or Folio Docs (Assign Permissions).
  • Folio Docs User: the licensed permission set that grants access to the Folio Docs editor (Assign Permissions).

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