This article is for users of Folio for Real Estate. Using Folio in another industry? Learn more here.
Folio works in the background to discover transactions in your email. From the website, you can either confirm that a transaction suggestion is correct, or manually add the transaction.
To confirm a found transaction, find it in the "suggested smart folders" list and click the "ADD" button. Suggestions are deleted after 30 days if they are not confirmed.
To create a transaction manually, simply click the "Add Smart Folder" button. You can learn more about this process here.
If you're using the Folio Gmail Chrome extension:
- Click on the Folio dropdown button above your inbox.
- The folder titles that are in a light gray are suggested folders. In the screenshot below, "1121 Ventura Dr" is a suggested folder. You can click on the title text to be taken to the folder, where you can accept or reject the suggestion.
- Otherwise, you can click on "Create a Smart Folder" to create a new folder.
