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Team sharing
Team sharing
Using Folio with your team, colleagues, or clients
6 articles in this collection
Written by
Folio
and
Charmaine Ng
Group Plan Setup
Setting up your team with Folio
Figure out a few things to get your team productive with Folio
Written by
Folio
Updated over a week ago
Manage your team
Add people to your plan
Written by
Folio
Updated over a week ago
General sharing
Timeline Editors
How to make edits on a shared timeline
Written by
Folio
Updated over a week ago
Working on a Smart folder with others
Add your TC, agent, assistant, or others to collaborate on a transaction
Written by
Folio
Updated over a week ago
Accept a smart folder someone invited you to
How to see the imported transaction created and shared by a colleague
Written by
Folio
Updated over a week ago
What happens when I accept a conflicting timeline invite?
What to know about accepting a timeline that conflicts with your timeline
Written by
Charmaine Ng
Updated over a week ago