This article is for users of Folio Pro for Real Estate (including team plans).
Automatically upload all your transaction documents to Drive
Connect the magic of Folio to your Google Drive. With our Folio+Drive integration, Folio will automatically sync all attached documents and files from your Smart Folder emails to Google Drive - and now, you can even choose where in your Drive those folders are created.
How it works
When you connect Folio to Google Drive, it will:
Create a “Folio” and "Folio Archive" folder inside Google Drive - in a location you choose when setting up the integration.
You have the option to pick where the main “Folio” folder is stored (for example, inside another folder, not necessarily the Drive root). All Smart Folders will be synced inside that location.
There, you’ll find all your synced email attachments labeled by Smart Folder.
Easily view all your synced Drive files right from the Smart Folder in Gmail or on the web.
Once they are in your Drive, you can manage your documents like you normally would. You can do things like:
Share links to a document or Drive folder.
Upload new document to the Drive folder (others with access can upload too)!
Rename or delete files.
After a few moments, those documents will also update inside Folio.
Additional info and tips
When setting up the integration, you’ll be prompted to choose where to place your “Folio” folder. You can select any existing folder or create a new one.
Attachments of emails that you manually move into a folder do not upload to the Drive folder.
Do not rename the Drive folder name. The manual change will break the sync between the Drive folder and Folio.
You may have to wait a few short minutes for document and folder changes to display as expected.
Removing an email from the smart folder does not auto-remove the associated uploaded document in your Drive folder; you have to remove it from the Drive folder manually.
When exporting a Smart Folder (Pro users only), any documents synced to Drive may be included in the ZIP file, alongside standard email attachments.
How to enable
Chrome extension instructions (inside Gmail):
Select an active Folio smart folder from the sidebar or Folio menu
Click on "Yes, Connect to Drive"
Select the account you want to connect (should be the same email account as your Folio account)
After choosing your account, you’ll be prompted to select the folder in Google Drive where the “Folio” folder should be created.
Allow the permissions
You will see a connection and confirmation pop-up.
Your Smart Folder documents will now sync automatically to your selected Drive location. Click “View Folio Folder in Drive” to access them.
Web-only instructions:
Go to Integrations
Click on "Connect to Google Drive"
Select the account you want to connect (should be the same email account as your Folio account)
Allow the permissions
You will see a connection and confirmation pop-up
Now all your documents inside your Smart Folders will be live in your Drive.