How to manually create a Smart Folder

In Chrome, when using Gmail

Install the Chrome extension.

To add a Smart Folder on your own:

1. Click on the "Folio" button under the Gmail search bar. 
2. Click "Add a Smart Folder."
3. Select which side of the deal you represent.
4. Add your client's email address if there is no relevant property yet.
5. A property address or email is required before you can continue.
6. If the transaction is not yet under contract, uncheck the Under Contract checkbox.
7. Complete your set up by identifying your Buyer/Seller (if not done before). 
8. Select a timeline template and add your Key dates or Continue to timeline.

Folio will then start to automatically add emails related to your smart folder.

Outlook and web/mobile

To manually create a new smart folder:

1. Visit amitree.com/folio or amitree.com and sign in
2. Click "Add a Smart Folder." 
3. Select which side of the deal you represent.
4. Add your client's email address if there is no relevant property yet.
5. A property address or email is required before you can continue.
6. If the transaction is not yet under contract, uncheck the Under Contract checkbox.
7. Complete your set up by identifying your Buyer/Seller (if not done before).
8. Select a timeline template and add your Key dates or Continue to timeline.