This article is for Gmail users who have the Chrome extension installed.
In a Folio Smart Folder, you’ll be able to see a list of all of the files and attachments that are part of emails in the folder. The files are ordered newest to oldest. Clicking on a file opens the email it is associated with, so you always have the context for the file.
If you enable our Google Drive integration, which automatically uploads your email attachments into Drive, clicking on the file in the sidebar's documents tab will open the file in Drive.
Need to add documents to your Smart Folder? You can do this by manually adding an email with attachments to the Smart Folder or uploading the file to the transaction's Google Drive folder.
How to share documents
Pro and Team users can upload and manage transaction files directly in the timeline's Shared Documents section. They can add documents from the folder itself or upload new ones from their computer (max 25MB, supported formats: PDF, DOCX, XLS, PPT, JPG, PNG).