The integration between Folio and BoldTrail BackOffice keeps everyone – brokers, admins, agents, transaction coordinators, and clients – on the same page.
When you're ready to start using the integration, your team will require active Folio and BoldTrail BackOffice accounts. To set up your team with Folio, follow these steps:
Invite users to Folio from BoldTrail BackOffice
- From your users overview, find the user you want to invite to Folio.
- Click the “Invite to Folio” button.
- Confirm that you want to send the invite.
Connect to BoldTrail BackOffice from Folio
The user will receive an invitation email to sign up for a free Folio account. After they create their account, they will be prompted to input their BoldTrail BackOffice account’s email address and password on the Folio settings page.
If the user already has a Folio account, they should still click on the link in the invitation email. We will take them to their Folio settings page, where they can input their BoldTrail BackOffice credentials.
After the user has connected their Folio account to BoldTrail BackOffice, you will see a Folio logo appear next to their name in their user settings.
Now you’re ready to start using the BoldTrail BackOffice & Folio integration with your team!
Review these articles to get started:
- Integration overview
- Sync Folio details with BoldTrail BackOffice
- Save documents from Folio
- Folio fields that sync to BoldTrail BackOffice
Resend invitation to Folio
If a user hasn't set up their Folio account or they've misplaced their invite email, you can click on the "Resend Folio invitation" button to send them a new invite.
Additional questions?
We’re here to answer any questions you may have about Folio, BoldTrail BackOffice, or our integration. Please get in touch.