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Help centre / Folio

Folio guides

Download the Folio handbook (PDF)
1

Getting started

  • File your first record2 min
  • Find your way around Folio1 min
  • Set up folders for your team1 min
2

Filing and finding

  • Add lots of documents at once1 min
  • Search inside your records1 min
  • Move or download a record1 min
3

Keeping records safe

  • See the legal holds in place1 min
  • Protect a folder1 min
  • Check a record hasn’t changed1 min
4

Approvals and the ledger

  • Approve or refuse a request1 min
  • See who opened a record and why1 min
  • Export the ledger1 min
5

Settings

  • Choose how long each kind of record is kept2 min
  • Ask for a reason before records are opened1 min
Building on Folio?

The developer docs

Open the Folio developer docs

Can't find what you need? Write to [email protected] and we'll get back to you.

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