End User Guide

Welcome. This section is for the people who’ll actually use Folio Docs every day — sales reps, customer success managers, support engineers, solution consultants, and anyone whose job depends on knowing the context behind a record.

If you’ve used any modern document editor, the basics will be familiar. What’s different is that your Documents live on the Salesforce records they’re about, and they pull in CRM data that stays current on its own — so you spend less time searching for the right document and less time re-typing values that already exist in Salesforce.

New here? Start with What is Folio Docs? for a five-minute orientation, then Using the Folio Document Editor for the tour.

What’s in this section

• What is Folio Docs?: a short, end-user-focused intro to Folio Docs.
• Using the Folio Document Editor: a complete tour of the Document Editor — header, sidebar, body, outline, utility bar, and footer.
• Browse the Folio Docs home page: your central hub for searching, filtering, and managing every Document you have access to.
• Formatting Documents: the / menu — every block type and Salesforce component — plus markdown and typography shortcuts.
• Insert Mentions with @: inline mentions and Salesforce components, inserted from the @ menu or the / menu.
• Use Salesforce Components: the five live Salesforce components — Status Bar, Record Preview, Related List, Workbench, and Kanban Board.
• Collaborate with Comments: commenting, mentions in comments, and resolving threads.
• Act on Notifications: what Folio notifies you about, working through notifications in bulk, and the email digest.
• Use Keyboard Shortcuts: speed up editing with keyboard shortcuts.
• Create Documents from Templates: how to instantiate a new Document from an admin-prepared template.
• View and Edit at the Same Time: what happens when two people open the same Document, and how editing passes between them.
• Browse Document Version History: how versions are recorded, how to compare them, and how to restore one.

Where to go next

If you run into a question that isn’t covered here, ask your Salesforce admin — they may have additional org-specific configuration. You can also chat with the docs via the Folio Help Center for LLMs.

Related: Help Center home · Getting Started · Admin Setup

View this page as Markdown — for LLMs and plain-text tools.