Folio Administration
Folio Templates
- Reorder Folio Templates under Template Categories
- What is a Folio Template?
- Creating a Folio Template
- Folio Template Details Section Settings
- Folio Template Fields Tab
- Folio Workflow
General
- Layouts
- Terminology
- Draft Central
- Locations
- Exporting Business Units, Locations, Programs & Risk Classifications
- Note Types
Organisation
Setting up Risk: Templates and Classification
- Risk templates
- Creating a risk template
- How do I set up risk reviews?
- Setting up notifications for changes in risk ratings
- Risk classifications
- Setting up risk classification
Users
- How do I add a new user in Folio?
- User Welcome Emails
- How do I search for users?
- Retiring a User
- Users Responsibilities
- Setting up default escalation users for a user
Lite Users
- What is a lite user?
- Lite User Portal
- What settings can I change for Lite Users?
- How do I create a new lite user from the users screen?
- How do I create a new lite user from the entity or contact screen?
- How do I create lite users in bulk?
Business Units
Merge Docs
Launchpads
Integrations
Sign On and Security
- How do I setup my Sign on and Security Settings
- Setting up Single Sign On with Okta
- Setting up Single Sign On with SAML
- Setting up Single Sign On with Microsoft Azure
- Microsoft Entra ID (formerly Azure Active Directory) based User Provisioning
- Setting up and using 2FA when signing in to Folio
Automations
- Folio Automations
- Creating Automations
- Sending a notification with Automations
- Assigning an Action with Automations
- Assigning a Checklist with Automations
- Updating fields with Automations
Reports
Access Rights
- What Are Access Rights?
- Creating User Profiles
- How do I provide Super User or Administrator Rights?
- How do I provide access right to Folios? Folio Roles explained.
- How do I provide access rights to Actions?
- Action Roles explained
Import
- Importing new Folio records
- Updating existing Folio records through an import
- Importing new users
- Updating Users through an import
- User Access Rights import
- Importing new actions and action assignments
Fields
- What is the Folio Field Library?
- Field Types & Question Types
- How do I add a new field into Folio?
- Dependent fields
- Single and multi select fields
- Lookup Enabled feature in Single Select and Multi-Select fields
Public Links
- Public links
- Creating a public link
- Which fields will be displayed on a Public Link?
- What will people see when submitting a form on a Public Link?
- Sending a public link form back to the submitter
- How do approvals work when a Folio record is created from a Public or Create Link?