Using Folio for Real Estate
81 articles
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
Managing Service Providers & Resources
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
Sharing Documents via Timeline
Timeline Auto-Population with DocGPT
Sync your timeline with your calendar
Calendar sync options for clients
Request a review from clients
Transaction anniversary reminders
Timeline sharing