Using Folio, you can collaborate on a transaction with other agents, a transaction coordinator, or any other real estate professionals.
You can share a timeline with either view-only or edit permissions. Both options allow someone to view the timeline, but someone with editing permissions can change the contents of the timeline.
If you share with "view" permission, the recipient gets access to the timeline website as a viewer.
- They'll receive an email invitation to the timeline
- They can access it from any device
- They'll receive email reminders to events that you've set reminders for
- They'll be notified when you make changes to the timeline
If you share with "edit" permission, the recipient gets access to the timeline website as an editor. This is a good option for a co-agent or TC, not for your clients.
They'll get all the same benefits and notifications as "viewers" do above, but they'll also be able to edit the timeline. They must set up a Folio account to edit the timeline.
Share a timeline
Step 1: Create a Smart Folder and set up the timeline
Step 2: Send invite email
- From the Folio website or Gmail sidebar, find the blue share button above the timeline
- Enter or select your contact(s)
- Click on the eye icon button and select the visibility permission: “View only” or “Can edit”
- Make any changes that you need to the invitation email
- Click on “Save Changes"
What happens next?
If you share a timeline with someone who does not have a Folio account, they can access the timeline from the invitation email.
If you share a timeline with someone who has a Folio account, they can accept the shared timeline from our website or their Folio Gmail sidebar. This article contains instructions on how to accept a timeline. After accepting the invitation:
- They'll see the transaction in their account
- The dates will sync to their calendar
- Contacts who have roles in the transaction will sync
- They can add or edit dates on the timeline (if they have editing permissions)
- And we'll organize emails in their inbox for that transaction
Chrome Gmail extension
If you would like your timeline to appear in their Gmail sidebar, they will need to install the Folio Chrome extension.
We only recommend agents and other real estate professionals sign up for Folio and install the Folio extension. The extension does not make sense for all clients.
What access is not shared
There are a few options that are limited to the original timeline creator. Please consider these limits when deciding who should control the “ownership” of the timeline because it cannot be transferred.
- Only the creator’s templates will be applied when the timeline is created
- Change of representation (Buyer, Seller, Both)
- Managing visibility options for events
- Managing Service Providers and Resources
Furthermore, the name of the timeline creator is listed in the review request email.