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Team sharing

Team sharing

Using Folio with your team, colleagues, or clients

Folio avatar Charmaine Ng avatar
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
Folio avatar
Written by Folio
Updated over a week ago

Manage your team

Add people to your plan
Folio avatar
Written by Folio
Updated over a week ago
General sharing

Timeline Editors

How to make edits on a shared timeline
Folio avatar
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
Folio avatar
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
Folio avatar
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
Charmaine Ng avatar
Written by Charmaine Ng
Updated over a week ago
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