Features
Report Subscription
Report subscription enables you to have a PDF report sent to you when you need it. The Enterprise Subscription feature even enables administrators to subscribe other users to reports.
Expanded Report Sharing Options
Administrators who want to share reports with just one or a few people can do so now with the expand Report Sharing functionality.
Reports can now be share to selected users, selected business units or to all users.
Approvals by Business Unit
More options for setting up Folio Approvals. Approvals can now be set up based on which business unit a Folio relates to.
Checklist Results Report
Several Folio customers have asked us for a report that enables them to compare answers on checklists. The checklist results report lets you do just this.
Import Checklist Questions
Creating checklists can be tedious. Our new checklist import makes creating new checklists a breeze.
Save & Return Feature for Public Links
If you are requesting a contract, reporting an incident, submitting a report or completing an employment application, Folio now enables you to save and return to an incomplete form at a later time. This feature is designed especially for those that use Folio forms without logging in.
Improved Date Filters in Reports and Search Screens.
Date based filters in Folio Reports and Search Screens enable you to select preset frequencies such as Past 1 Month, Next 2 Months and so on.
Disable Checklist Evidence & Comments
Not every question on a checklist needs to have evidence and comments. Folio now lets you disable evidence and comments on some questions or all.
Export to PDF on Searches
A new Export to PDF button on search screen enables you to Export any search to PDF
Other Improvements
Status of other team members
In multi-person actions, the action results pop-up has been improved to include the status of the other team members.
Folio Template Category Filter in Snapshots
Folio related snapshots now include a Folio Template Category Filter.
Entity & Entity Contact Person can now be added to the Public Link
Folio now enables you to include the Entity Name and Contact Person on the Public Link. On the public link a user will be able to select and exisiting entity or contact but will not be able to add a new one.
Ability to view retired actions and checklist assignments
A much requested improvement in Folio. Users now have a button to view retired action and checklist assignments.
