When you're done with a transaction, you can easily request a PDF containing all of the emails that are part of your smart folder. You'll be able to download the file, and store it wherever you need. 

This feature is only available for paid subscribers.

Note: The PDF does not include any attachments included in your emails.

How to download a PDF (Outlook and Web users)

  1. Visit your smart folder list on the website

  2. Find the smart folder you want the PDF for 

  3. Click the "..." menu at the end of the smart folder row, and select "Download emails as PDF"

  4. Within 24 hours, you'll receive an email with a link to the PDF

How to download a PDF using the extension (Gmail)

  1. In Gmail, select your Smart Folder

  2. Find the 3-dot menu button on the top right of the sidebar and then click on "Download emails as PDF". 

  3. Within 24 hours, you will receive an email with a link to the PDF file.

Frequently asked questions

Some of my emails are missing

Folio will only capture emails that are in the smart folder. If an important email is missing, make sure it's in the smart folder. You can manually move missing emails into the folder and then download. 

Emails that were forwarded to your inbox will only show the top of the thread and the first response. It will not include the whole thread.

It's been over 24 hours, and I have not received the PDF email

A few scenarios could be impacting the delivery of your PDF. 

  • Check your spam or trash folders to verify the email did not end up there

  • Add folio@amitree.com to your contacts to avoid the above

  • If you changed your email password recently, try logging into Folio again, and re-download

If the above does not help, contact support@amitree.com for further assistance. 

I can't find the Folio sidebar button

  • Verify when the email was received, as it is only valid for seven days. Download a new PDF if the link has expired.

I got a warning that the email contains a virus

  • Due to the nature of the email and the link to a PDF, some antivirus software may consider the email is malicious. Don't worry; it is safe. 

  • A common occurrence is with Avast Antivirus. Consider adding an exemption.

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