Folio / Help Center
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On this wiki

Help Center Home

  • Start Here

Getting Started

  • Install the Package
  • Assign Permissions
  • Follow the Setup Checklist

Admin Setup

  • Configure the Admin Panel
  • Add Components to Lightning Pages
  • Add Folio Home to the Navigation Bar
  • Set up Real-Time Updates
  • Configure Advanced Settings
  • Manage Templates
  • Automate with Invocable Apex
  • Review Invocable Apex Use Cases
  • Handle Invocable Apex Errors

End User Guide

  • Compare Folio Jot and Folio Docs
  • Browse Folio Home
  • Access Documents and Jots
  • Use the Document Editor
  • View Related Documents
  • Link Documents to Records
  • Embed Related Lists
  • Apply Tags to Documents
  • Use the Utility Panel
  • Navigate with the Outline Pane
  • Format with Slash Commands
  • Insert Mentions with @
  • Use Keyboard Shortcuts
  • Create Documents from Templates
  • Share Documents

Glossary

  • Browse the Glossary

On this wiki

Help Center Home

  • Start Here

Getting Started

  • Install the Package
  • Assign Permissions
  • Follow the Setup Checklist

Admin Setup

  • Configure the Admin Panel
  • Add Components to Lightning Pages
  • Add Folio Home to the Navigation Bar
  • Set up Real-Time Updates
  • Configure Advanced Settings
  • Manage Templates
  • Automate with Invocable Apex
  • Review Invocable Apex Use Cases
  • Handle Invocable Apex Errors

End User Guide

  • Compare Folio Jot and Folio Docs
  • Browse Folio Home
  • Access Documents and Jots
  • Use the Document Editor
  • View Related Documents
  • Link Documents to Records
  • Embed Related Lists
  • Apply Tags to Documents
  • Use the Utility Panel
  • Navigate with the Outline Pane
  • Format with Slash Commands
  • Insert Mentions with @
  • Use Keyboard Shortcuts
  • Create Documents from Templates
  • Share Documents

Glossary

  • Browse the Glossary

Navigate with the Outline Pane

The outline is an automatic table of contents built from headings in the Document or Jot. It updates as you add, rename, or remove headings.

  • Jump: click a heading to scroll to that section (especially helpful in long Documents).
  • Active tracking: the outline highlights the section you’re currently viewing while you scroll or edit.

Related: Format with Slash Commands · View Related Documents

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Format with Slash Commands →