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Archive or delete a transaction

Danny
  • Updated
This article is for users of Folio for Real Estate. Using Folio in another industry? Learn more here.

 

When you're done with a transaction, but want to keep the record around, you can archive it. This simply pushes the transaction out of your view, but gives you the ability to get it back when needed. 

If you simply want to delete a transaction, you can do that too.

In both cases, Folio does not remove any emails. Your emails remain in your inbox unless you explicitly delete them.

Archiving Smart Folders

Archive from Gmail

Install the Chrome extension.

To archive a Smart Folder, click into the Smart Folder you want to archive, and then click the Folio menu button underneath the Gmail search bar. There's an option there to "Archive {property address}".

Once archived, the folder will be placed under the "Folio Archive" label in your email. Folio will also remove any related events from your synced transaction calendar.

Archive from the website

You can also archive Smart Folders and their associated timelines from the main Folio website. 

  1. From your Folio homepage, click on the three-dot menu button to the right of your timeline and then click "Archive." 
  2. Confirm you wish to archive the folder. 
  3. Folio will also remove any related events from your synced transaction calendar.

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To restore an archived folder, read this article.

Deleting Smart Folders

Delete a Smart Folder from Gmail

You can permanently delete the Smart Folder and its associated timeline by going to its settings. 

  1. Click on the three dot menu in the upper righthand corner of the Folio sidebar.
  2. Click on "Edit Smart Folder". 
  3. From there, click on "Delete" toward the bottom of the window. It'll appear next to the "Update Smart Folder" button.

Note that deleting the Smart Folder will not affect your emails, it will simply remove the label from those emails. Your emails will continue to exist in your Gmail Inbox or found in All Mail.

Delete a Smart Folder from the website

  1. From your Folio homepage, click on the three-dot menu button to the right of your timeline.
    Click on "Edit Smart Folder".
    From there, click on "Delete" toward the bottom of the window. It'll appear next to the "Update Smart Folder" button.

 

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