Scorecard
Scorecard is a new type of configurable snapshot that appears on your homepage. It gives you key information such as # of Folios and # of Entities you are contracting with by template, but it also lets you see other contract information at a glance. Click on Add Snapshots on your home page and select 'Scorecard'
Folios Waiting for Approval Snapshot
We have also added a snapshot to give an overview of what Folios are pending approval, broken down by how long they have been waiting:
For more information on using this snapshot click here.
Folios Waiting for Approval Report
This release includes a new report called the Folios Waiting for Approval Report. This report allows you to see a list of all Folios that are currently pending approval, what users they are waiting on, and how long they have been in the pending approval state:
For instructions on how to run this report click here.
Bulk Updating Folios
Folio now has the ability to update Folios in bulk, by importing to existing Folios. This feature is great for making changes to several Folios in one go, without having to go through each Folio one by one.
Avatars
A picture is worth a thousand words. We are progressively introducing Avatars in Folio to let you put a face to a name. Setting up your Avatar is as simple as adding a selfie to Folio :).
Folio Notes
And as part of the Avatar refresh there is a fresh coat of paint on notes in Folio.
Folio List View Headers Dock
Another refresh we have made is to the List view, where the headers now stay docked while you are scrolling
Business Unit Manager
Larger Folio implementations needing Administrators for particular Folio business units will love this feature. The Business Unit Manager is able to manager users and templates for their Business unit.
Copy a Folio from one template to a different template.
We have noticed that Folio users often need to copy a Folio from one template to a different template. Some examples for why this needs to be done include:
- One Folio template workflow may need to move into another. An example of this is when A job application needs to become an employment contract.
- OR a potential risk reported on a risk identification form needs to be made a risk in the risk register.
- OR you may have simply made a mistake and need to shift a Folio across to the right Folio template.
Attachment Uploader
If you need to get a bunch of documents into Folio, this feature is for you. Use the attachment uploader to pull all your documents into Folio and map them to the Folios that they need to go to. Implementing new contracts, incident registers and more will now be lightning quick!
Ability to Add Comment when Submitting for Approval
When submitting a Folio for approval we have added the ability for the submitter to add a comment on the Folio in the form of a Note:
For more information on submitting Folios for approval click here.
New Report Settings
We have added more functionality to the Report Settings in Folio. This includes changing the font size, ruled PDF reports, and the ability in a grouped report to have each new group on a separate page:
For more information on using these settings click here.
Report Improvements
We have added several improvements to reports in this release, including:
- Adding the ability to filter Folios by the 'Closed At' date.
- Including the Person Responsible's Job Title as a field in Folio reports.
- In Risk Reports if there is only one Risk Matrix we have increased it's size so that it occupies more of the page.
For more information on using Reports in Folio click here.
New Field Types
- Hierarchy Field
Another field type added in this release is the hierarchy field. This field works similar to Multi-Select fields in a dropdown, but the answers are set up in a tree structure:
You can find set up instructions here.
- Instruction Field
We have added a new field type to Folios called an Instruction field. This field type allows you to place instructions anywhere on your Folio template, which will be visible in both View Mode and Edit Mode:
- Email Field
We have also added an email type field, which you can use when you want the user to enter an email, then this field forces the answer to be in an email format e.g. something@example.com.
- Ability to select Folios in Single & Multi Selects
When creating a Single or Multi Select and setting it up as a lookup field, we have added the list of Folios in your instance as a new option:
New term breakdown
We have made improvements to the inbuilt term field, and added the ability for it to select years, months, weeks or days:
For more information on how the Term field works click here.
Entity Popup UI Enhancements
In our last release we added the concept of Entity Preview Cards that can be used to see an overview of an entities details from the Folio, without the need to go the the actual Details page for that entity. In this release we have made some improvements to the cards UI, in order to make them more readable and intuitive:
For more information on setting up the Entity Preview Cards click here.
Location field length 255
We have increased the character length for Locations in Folio to 255, up from 40 characters. This puts them on par with other Short Text fields.
View checklist instructions in View Mode
Instructions on a checklist can now be seen in view mode when looking at the checklist results. Previously these instructions were only seen when answering the checklist. The instructions are also available when exporting the checklist to a PDF:
Person Responsible the Approver of a Folio Stage
When setting up the approval workflow of a Folio Template we have added the ability to make the Person Responsible the approver for a stage. This means that when the Folio is submitted for approval, whoever the Person Responsible is at that time becomes one of the approvers for that Folio:
For more information on setting up stages and approvals click here.
Set Colours to Public Link and Launchpads
You can now add custom colours to your Public Links and Launchpads. This colour is then represented on the top and bottom borders of the screen when the user accesses the Public Link or Launchpad:
For more information on setting up a Public Link click here.
UI Enhancements for SFTP Integration
We have made some enhancements to the UI for setting up an SFTP Import in order to make the process simpler and easier:
For more information on how to use the SFTP Integration click here.
Ability to update tables through SFTP
You can now update tables on Folios using the SFTP import. Each table has its own section in the setup screen and to be updated requires its own unique identifier along with the unique identifier for the Folio as a whole:
For more information on using the SFTP Integration click here.
Review Details now hidden from Lite Users
The progress of a checklist review can now be hidden from Lite Users. This means that when they check the results of checklists they have submitted they will not be able to see how it has moved through it's review stages:
For instructions on how to turn this option on click here.