When an email is organized into a Smart Folder, any files that are attached to that email will automatically be associated with the folder. You can view these files in multiple places.
Web dashboard
In your dashboard, you'll see a list of your active and archived Smart Folders. When you click on the name of a folder, you'll see everything related to that folder in one view: the timeline, folders, contacts, and more. The "Documents" tab will list the files that are associated with the folder.
If you have the Google Drive integration enabled, clicking on the file will open the file in Drive.
If you don't have Google Drive enabled, clicking on the file will download the file to your computer.
Folio Gmail sidebar
For our Chrome extension for Gmail users, our Folio sidebar displays a list of all of the files and attachments that are part of the folder's emails. Learn more about our Gmail sidebar here.
Connect with Google Drive
If you use Google Drive, we’ll automatically upload your email attachments to folders inside your Drive. You can now choose where these folders are created, so you can better organize your files. Learn more about our Google Drive integration in this article. (This integration is available to Pro users.)
Common questions
Why don't I see my documents in the Documents tab?
If the document is attached to an email that is not placed into the Smart Folder, the document won't appear in the Documents tab.
Does Folio save my documents?
No, it does not. We only represent the files that are attached to emails in your Smart Folder. If you delete these emails from your email, we won't be able to provide you with copies of your email attachments.
If you use our Google Drive integration, we do upload your email attachments to Drive. This information doesn't get deleted if you delete your emails.
Can I export my documents using Folio?
Yes, if you're a Pro user. When you export your Smart Folder emails as a PDF, you can also choose to include the associated documents and attachments. These will be delivered in a separate ZIP file via email, alongside the PDF. If you use Google Drive integration, documents from your synced Drive folders may also be included.
Can I share my documents when I share my timeline?
Yes, you can! You can select the specific documents that you want visible on your timeline. By default, we do not share your documents with others.
Where are my exported documents pulled from?
Documents included in the ZIP export come from your Smart Folder’s "Documents" tab. This includes attachments from your emails and, if you're using Google Drive sync, files from your synced Drive folders.