Folio Help Overview

Folio is designed to be simple and easy to use without a user guide. So you clients should be able to work out how to use their Folio Secure Client Area just by clicking around.

Stuck on how to proceed? See if we have an online tutorial that can help, or you can always send an email to our support team.

Here are some key links for using Folio:

• Quick Start Guides minimal instructions just to get you pointed in the right directions.
• Online Tutorials check here to see if there is an online tutorial that will show you how to achieve some of our more advanced processes for Folio Account Owners.
• Folio Downloads Essential documents and templates required for account administration are posted here.