This guide will guide you through the basics of customizing your settings in Folio.
You can access the settings panel from any page in Folio by clicking the cog icon at the top-left corner of the screen. The settings panel allows you to manage syncing, presentation mode, Folio background color, and email settings, as well as contacting support and logging out. For more information about syncing, please see the support article in Syncing to Artsy Folio. All other topics will be covered below.
Presentation Mode allows you to hide sensitive information, such as prices or confidential notes, when using Folio with clients. When the Presentation Mode switch is toggled to “ON,” all of the features toggled “ON” will be hidden. You can customize which features you would like to be hidden by toggling them on or off, and can turn Presentation Mode on or off at any time.
Folio Background Color
Clicking “Background” in the sidebar will allow you to change the background color of Folio outside of Settings to white rather than black.
You can edit your email settings, including your cc email, greeting, signature, and subject lines, by clicking “Email” in the sidebar and customizing the fields.
Clicking “Support” in the sidebar will open up a messaging system where you can contact an Artsy team member directly for support without leaving the app.
Click “Logout” in the sidebar to log out of Folio. This will automatically close the app as well as remove all synced information—the information will remain secure and accessible in CMS.