What is the Google Drive feature

Connect the magic of Folio to your Google Drive. With our Folio+Drive integration, Folio will automatically sync all the attached documents and files from your Smart Folder emails to Google Drive.

How it works

When you connect Folio to Google Drive, it will:

  • Create a ”Folio” and "Folio Archive" folder inside Google Drive.
  • There you’ll find all your synced email attachments labeled by Smart Folder.
  • Easily view all your synced Drive files right from the Smart Folder in Gmail or on the web.

Once they are in your Drive, you can manage your documents like you normally would. You can do things like:

  • Share links to a document or Drive folder.
  • Upload new document to the Drive folder (others with access can upload too)!
  • Rename or delete files. 
  • After a few moments, those documents will also update inside Folio. 

Additional info and tips

  • There is a delay for things to get updated, you may have to wait a few short minutes for document and folder changes to display as expected.
  • Today, you can not re-direct which folder Folio syncs to inside Google Drive.
  • Removing an email from the smart folder does not auto-remove the associated uploaded document in your Drive folder; you have to remove it from the Drive folder manually.
  • There is a known issue 🐛with documents inside emails you manually move into a folder not uploading to the Drive folder. We are working on resolving this. 
  • Do not rename the Drive folder name. Just like smart folder names inside Gmail, renaming folders outside of editing the name via Folio, the manual change will break the sync between the Drive folder and Folio.

How to enable 

Extension Instructions (inside Gmail): 

  • Select an active Folio smart folder from the sidebar or Folio menu
  • Click on “Yes, Connect to Drive”
  • Select the account you want to connect (should be the same email account as your Folio account)
  • Allow the permissions
  • You will see a connection and confirmation pop-up
  • Now all your documents inside your smart folders will be live in your Drive, Click “View Folio Folder in Drive” to see them

Web-only (non-Chrome Extension) Instructions: 

  • Go to Settings
  • Click on Connect to Google Drive
  • Select the account you want to connect (should be the same email account as your Folio account)
  • Allow the permissions
  • You will see a connection and confirmation pop-up
  • Now all your documents inside your smart folders will be live in your Drive, Click “View Folio Folder in Drive” to see them
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