This March Release is our first for 2022. We have made some improvements to some long unchanged aspects of Folio that we are sure you will love. Here is a complete list of new features:
Designing Layouts
Our latest release gives you more flexibility with the look and feel of Folios, Actions, Checklists, Entities and Contacts and Documents. You can now resize fields to fit up to three fields in a row, this feature in addition to dragging and dropping fields to place them where you want, provides better space utilisation and less scrolling for your users.
We have also included the ability to apply a background colour to Sections and Tables to highlight their importance or to set them apart from other information on screen.
Learn more about how to design layouts for Folios
Recently Viewed Items
If you have found that going back to items that you have recently viewed was a bit of a chore, you will love this feature. The Global Search in Folio now includes your 10 most recently viewed records. You can also access the Global Search from anywhere in Folio by pressing the / shortcut.
Learn more and Global Search and Recently Viewed
New Automations
We have introduced 2 new automations:
- Close Folios Automation: You can now set conditions in an Automation which when met will automatically close the Folio record.
- Webhooks Automation: Sometimes external applications need to be notified when events happen in Folio. The Webhooks automation will allow to trigger a webhook based on conditions in an Automation.
Entity and Contact Lookups can now be added as automation conditions. Email notifications generated by automations will now display selected fields in the order they have been selected.
API
We have introduced the following new API features:
- API to GET Entity and Contact information
- API now includes the ability to filter by custom fields
Folio Improvements
We have made the following improvements to Folio functionality:
- Enhancement to auto-generate title when copying a folio record. Learn more
- Better error messages and less blockers when importing Folio templates using JSON Import Template
- Enhancement to support the import of approved variation records in a csv file (Contract Management) Learn More
- Update the status of Folios to open or closed through an import. New Folio Records, Existing Folio Records
Reports
We have made the following improvements to the Reporting Functionality in Folio:
- New DocuSign Status Report Learn More
- Enhancement to sort and group reports by multi select fields
- Preventing multi-exports of the same report by stopping the user from exporting again while a report export is in progress. Learn More
- User Report now includes number of all time logins by a user.
- Enhancement of summary of Open and Closed Folios in Folio Report Template. Summary now includes record count for Multi-Select Fields
- Layout change to summary of Open and Closed folios in the folio report template
- Enhancement to filter LexisNexis Alert report by the create date of the alert in Folio, called Alert Create Date
Email based Two Factor Authentication
Folio currently supports 2FA via an Authenticator App such as Google Authenticator or Microsoft Authenticator. We have now introduced email based 2FA where the unique Authentication Code is sent to you via an email.
Learn More about Two Factor Authentication Options
Other Person Responsible feature for Actions and Checklists
When an action or a checklist with multiple persons responsible, is updated by each person, the other persons responsible receives a status update in the Daily Digest when the status is updated to In Progress or the Action/Checklist is completed. You can now turn off the Other Persons Responsible Status Updates in the Daily Digest for Notifications On Progress and On Completion.
For Checklists this feature extends to turning off status updates in the daily digest for Notifications On Progress and On Completion for other reviewers in all review stages as well.
Learn More on how to do this for Actions
Learn more on how to do this for Checklists
Delay sending overnight emails
Delay the sending of overnight emails to between 6am-10am. Learn More
Other Features:
- Instruction Question Type now available in Checklist Questions. This field type is available in other functionality in Folio and is now also available in Checklists.
- Ability to filter single and multi select fields for no answer selected. Select None to filter single and multi-select fields for no answer selected.
- Contact cards to provide contact details of a contact.
- Create Target Risk definitions that are different from residual risk definitions. Some customers have Target Risk or Risk Tolerance Definitions that are different from those on their Residual Risk Ratings. Folio now supports this.
- Person Responsible Status field and filter now available for Action and Checklists with Multiple Persons Responsible. Person Responsible Status provides the status of each person responsible on the assignment
- New attachment field for document layouts enables users to add additional attachments to a document record
- Ability to Bookmark Insights to your Home Dashboard
- Global Search improvement to show the Entity name for Contacts to help identify multiple contacts with the same name at different entities
- Ability to copy an existing user profile to create a new one