This article is for users of Folio for Real Estate. Using Folio in another industry? Learn more here.
When you're ready to share your timeline with your client and collaborators, you can personalize the timeline invitation they'll receive. After you input the email address of the person you want to share the timeline with, click on the "review invitation note" tab under the email field. You can then edit the note.
If you'd like to reuse your customized timeline invite text, please look for the checkbox in the bottom lefthand corner of the timeline sharing settings. When you check this box, the changes you make to the note will be saved and used for future timeline invites. We suggest keeping the text generic, so your client's name isn't saved in the template.