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 this week

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