Use the Document Editor

The Folio Docs editor is an advanced, full-featured document editor experience that does everything a modern document editor should do, plus unique features in Folio that are specific to the documents-inside-Salesforce context.

What you can do in the editor

Modern editor essentials:

WYSIWYG block-style editing: what you type is what you see
Rich text formatting (headings, bold, italic, lists, blockquotes, code, etc.)
Tables, images, and structured blocks
Slash commands for quick formatting (see Format with Slash Commands)
Keyboard shortcuts (see Use Keyboard Shortcuts)

Folio-specific features built for Salesforce:

Live Fields that pull live values from linked Salesforce records, with optional write-back (see Insert Mentions with @)
Record Links to connect a Document to one or more Salesforce records (see Link Documents to Records)
Related Lists that render child records of a linked parent inside a Document (see Embed Related Lists)
Tagging for org-wide organization and Folio Home filtering (see Apply Tags to Documents)
Document sharing (see Share Documents)
Templates for repeatable Document creation (see Create Documents from Templates)

Surrounding panes

The editor is surrounded by panes that help you stay in flow:

Document sidebar: switch between related Documents without leaving the page (View Related Documents)
Utility panel: sharing, Tags, and per-Document settings (Use the Utility Panel)
Outline pane: jump between headings (Navigate with the Outline Pane)

View Related Documents