This article is for professionals on all plans. Work in Real Estate? Learn more here.
When you've completed a project, but want to keep the record around, you can archive the Smart Folder. This simply pushes the folder out of your view, but gives you the ability to get it back when needed.
Even if a Smart Folder is archived Folio does not remove any emails. Your emails remain in your inbox unless you explicitly delete them.
Archiving Smart Folders
Archive from Gmail
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 {Smart Folder Name}".
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 calendar.
Archive from the website
You can also archive Smart Folders and their associated timelines from the main Folio website.
- From your Folio dashboard, click on the three-dot menu button to the right of your timeline and then click "Archive."
- Confirm you wish to archive the folder.
- Folio will also remove any related events from your synced calendar.
