Share a timeline

Step 1: Create a Smart Folder and set up the timeline

Before you can share a timeline, you will need to create a Smart Folder and add events to its timeline.

Step 2: Send invite email

From the website or Gmail sidebar, click the blue "share" button above the timeline
Enter or select contacts
Use the eye icon to choose "View only" or "Can edit"
Review the invitation in the "Preview Invite" tab (previously "Review invitation note")
Click "Save Changes"

The invitation emails:

Feature your logo if configured in Profile > Company logo (Pro feature)
Use updated subject line: "[Your Name] has added you to the [Address] timeline" for editors
Provide instant access without acceptance needed
Never expire

Common questions

Can I edit the timeline invite email?

Yes, you can. Please refer to this help article to learn more.

My client didn't receive the invite email. How do I resend it?

The invite email is sent from your email account, so please check your "Sent" folder. You should find the email there and you can forward it to your client.

Can I send my clients a link to the timeline?

When you invite someone to a timeline, they receive a personalized, secure link to the timeline. So the link you use to access the timeline will be different from the link your clients use to view the timeline.

If you want to send someone a link to the timeline, share the timeline with them, and then copy the link from the timeline invite email in your "Sent" folder.

What is shared when I share my timeline?

We cover this in-depth in this help article.

How do I know who is shared on a timeline?

Click on the share button, and you will be able to see who the timeline is shared with and which permissions they have.

Can people on the timeline see other people’s email addresses?

No, Folio will not display anyone’s email address to anyone on the timeline.

Can you preview what the timeline will look like?

Yes, you can preview the timeline by clicking the eye icon in the bottom righthand corner of your timeline.