Terminology can be changed in Folio to match your organisation's preferences. To do this click on the Admin gearwheel and select Terminology under the General section.
Terminology is separated into -
- General
- Folio
- Risk
- Checklist
- Deliverable
- Document
- User
Click on the tab with the terminology that you want to change.
To change the terminology, click on the pencil next to the term and you type in the new value. To see the new terminology, the page needs to be refreshed. A typical terminology change would be to change "folio" to "contract" if you are only using Folio for contract management. You may also change business unit to "division" or "department" depending on your organisation's lexicon.