Folios

General

• What is a Folio?
• Using a Folio's list screen
• How do I use the Email to Folio feature to email documents, images and videos to Folio?
• How do I look up the location of an Address field?

Creating Folios

• How do I create a new Folio?
• Draft Folios
• How do I invite others to collaborate on a draft Folio?
• How to use Term to calculate End Dates?
• Copying Folios
• Using the Lookup Field with Create New on Public Link

See all 7 articles

Managing Folios

• Viewing a Folio record
• View Changes for Folios & Drafts
• How do I link Folios?
• How do I close a Folio?
• How do I extract Folio details to share with others?
• Sending a Folio back to Submitter

See all 16 articles

Folio Approvals

• Approving a Folio
• Viewing a Workflow
• Submitting a Folio for Approval
• How do I move a Folio back to a previous stage?
• How can I see the approval status of my Folios (Contracts, Risks and Incidents?)
• How do I see the Approval History of a Folio

Variations

• Folio Variations
• Setting up Variations
• Requesting and Approving Variations
• Importing Variations

Actions/Checklists

• Creating a new action and assigning it from the Folio?
• Creating a new checklist and assigning it from a folio
• Who all can I notify when an Action/Checklist is set to in progress or completed?
• How can I see what actions linked to my Folio have been retired?

Notes

• What are Notes?
• Using @mentions in Notes to send a notification to a user?
• How do I create a Folio Notes Report?

MergeDocs

• How do I generate a Merged Document from Folio?
• Why can't I copy the merge tag from Folio when creating a MergeDoc?
• Docusign Integration