Using Folio for Real Estate
83 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
- Smart Folder Filtering and Search
- 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