A Folio Template is the foundation on which each Folio process is built. The Folio Template enables you to create:
- Workflow: You can design stages and approval workflows
- Fields: You can add fields, create sections, tables and dependencies. You can also manage visibility of fields in stages and default views.
- Automations: Automations that are triggered when conditions are met.
- MergeDocs: Create Documents with fields merged onto a standard Template.
- Recommended Actions & Checklists for a user to use on a Folio record.
For external users to create records
- Public Links: Design forms that a user who has not signed in can use to report something.
For Risk Management
- Add a risk matrix: Assess risk with a risk matrix on any Folio Template.
For Contract Management
- Credentials: Manage license accreditations and insurances on any Folio Template.