In Chrome Gmail

To add a Smart Folder on your own:

  • Click on the "Folio" button in Gmail 

  • Click "Add a Smart Folder"

  • Select which side of the deal you represent

  • Add your client's email address if there is no relevant property yet

  • A property address or email is required before you can continue

  • Complete your set up by identifying your Buyer/Seller (if not done before) 

  • Add your Key dates or Continue to timeline

Folio will then start to automatically add emails related to your address or client.

Outlook and web/mobile

To manually create a new smart folder:

  • Visit amitree.com/folio or amitree.com and sign in

  • Click "Add a Smart Folder" 

  • Select which side of the deal you represent

  • Add your client's email address if there is no relevant property yet

  • A property address or email is required before you can continue

  • Complete your set up by identifying your Buyer/Seller (if not done before) 

  • Add your Key dates or Continue to timeline

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