This article is for users of Folio for Real Estate. Using Folio in another industry? Learn more here.
Microsoft 365 users can turn on email organization in Folio, so that their transaction emails are automatically organized into property folders as they're received. It's the easiest way to keep your inbox clean and organized.
When you turn automatic organization on, a few things will happen:
- A "Folio" folder will be created in your Microsoft 365 account
- Any Smart Folders you create after the setting is enabled will have a corresponding folder added underneath the "Folio" folder
- Any new emails that are related to a Smart Folder will automatically be moved to the right folder after a few hours. We wait a few hours, so you have a chance to see the email in your inbox first.
How to enable automatic email organization
To turn on email organization, simply visit your settings page and click on the toggle so it turns blue.
Will it re-organize my existing Outlook folders?
No, it will only create folders and organize emails for transactions that are created after you enabled the setting.
Will the new folders be available on Outlook web and the desktop app?