Using Folio for Real Estate
79 articles
Welcome to the New “My Team” Experience
Managing Service Providers & Resources
How Smart Folders Work
Add a transaction
Manually create a Smart Folder
Pre-contract Smart Folders
New construction and vacant lots
Save Your Emails and Attachments to a PDF and ZIP file
Archive or Delete a Transaction
Find your archived folders
Unarchive A Smart Folder
What happens if the transaction falls through?
Change the address of a Smart Folder
Edit or Rename a Smart Folder
Change who you represent on a transaction
How do I access Smart Folders?
Duplicate Smart Folders
Edit Smart Folder filters in Gmail
Managing Your Folio Folder Location in Google Drive
Timeline Events
Sync your timeline with your calendar
Manage service providers on your timeline
Manage resources on your timeline
Enable reminders about timeline items
Automatic timeline emails
Customize your timeline photo
Add a logo to your timelines
Request a review from clients
Calendar sync options for clients
Sharing Documents via Timeline
Timeline Auto-Population with DocGPT