Compare Folio Jot and Folio Docs

Folio Jot is for fast, lightweight capture, like a structured note on a record. Use a Jot for call notes, quick context, or anything you need to jot down without building a formal deliverable. Folio Docs is for formal, shareable documentation: account plans, close plans, executive summaries, technical write-ups, and other long-lived content.

Both experiences share the same WYSIWYG block editor shell, but Folio Jot is intentionally pared down for speed, while Folio Docs is the full-featured environment.

Feature comparison

The key differences between the two products are summarized below.

Feature	Folio Jot	Folio Docs
Small form factor, optimized for quick-capture note taking	✓
Full-featured, large form factor editor for full documentation purposes		✓
Rich text formatting (bold, italics, headings, lists)	✓	✓
Record Links to Salesforce records	✓	✓
Apply Tags to Documents and Jots	✓	✓
Upload and embed images in Documents		✓
Embed tables with rich formatting		✓
Live Fields from Salesforce records (optionally with Write-Back)		✓
Related Lists of child records		✓
Auto-link from Opportunity / Contact to Account		✓
Auto-share with Account, Opportunity, and Case Teams		✓
Create Documents from templates, manually or automatically		✓
Document sharing with users and groups		✓
Automate Document workflows with invocable Apex		✓

In short: choose Folio Jot when you want speed and brevity; choose Folio Docs when you need rich, structured, shareable content tied to Salesforce data.

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