Browse Folio Home

Folio Home is a Lightning app page that gives users a single place to search, filter, and manage every Document and Jot they have access to in the org. Open it from the Folio app in the App Launcher, or, if your admin has added it, from the navigation bar of the apps you use most (see Add Folio Home to the Navigation Bar).

Global search

A single search bar across the top of Folio Home runs global search across all Documents and Jots that you have access to. Search matches against:

Title: Document and Jot titles
Contents: body content of every Document and Jot
Tags: any Tags applied
Related record names: names of any Salesforce records linked to a Document or Jot

Results refresh as you type.

Advanced filters

Use advanced filters to narrow the table further:

Starred / Not starred: filter to only your starred Documents and Jots, or only the ones you have not starred.
Type: Documents only, Jots only, or both.
Created date: filter to a start/end date range.
Related objects: show all Documents and Jots linked to any record of the selected object(s).
Tags: show all Documents and Jots related to one of the selected Tags.

The Folio Home table is always filtered by Last viewed by default, so your most recently viewed items appear first when you arrive at the page.

Acting on a row

Each row in the Folio Home table represents a Document or Jot. From the table you can:

Star / Unstar directly from the row: clicking the star toggles your personal star on that item.
Use the 3-dots menu on the right edge of the row to:
- Open the Document or Jot
- Rename
- Clone
- Open sharing
- Transfer ownership (only available to the owner or to admins)

Clicking on a row in the table opens the Document or Jot record in a popout directly from the Folio Home page.

The expanded view: contextual sidebar from Folio Home

When a Document is open in its expanded view from the Folio Home page, the Documents that appear in the left sidebar are all other Documents related to any of the records that the initially opened Document is also related to.

This shows you a network of contextual records right where you need to see them. The Document you clicked first becomes the anchor, and the sidebar pulls in every related Document that shares any linked record with it. See View Related Documents for more on how this view behaves.

Access Documents and Jots