This article is for users of Folio for Real Estate. Using Folio in another industry? Learn more here.
If there are specific people you're always sharing transactions with, you can set them up as collaborators in Folio to make this work better.
Visit your collaborators page to get started.
- You can add someone as a suggestion -- this means they show up as a suggestion when sharing a timeline, making it easier to add them to the right transaction.
- You can add someone to automatically receive any transactions you create. This option is best for teams who collaborate on every transaction. Your collaborator will still need to accept your timeline invites.
When you add someone as a collaborator, this does not automatically add you to that person's personal list of collaborators. If they have a Folio account and want to add you as a collaborator, they should follow these same steps.