Getting Started
Smart Folders
- How Smart Folders Work
- Add a transaction
- How to manually create a Smart Folder
- Pre-contract Smart Folders
- Save your emails to a single PDF
- Archive or delete a transaction
Timelines
- Timeline Events
- Create a timeline template
- Automatic timeline emails
- Sync your timeline with your calendar
- Can I upload my own timeline photo?
- Add a logo to your timelines
Sharing
Gmail Overview & Integrations
- Contacts
- Files
- Google Drive & Folio
- DocuSign & Folio
- Updating the Folio Gmail Extension
- Hide or show Folio sidebar
Team Plan Setup
Account & Settings
- Transfer your paid subscription
- Edit your Folio profile
- Folio Pricing
- Set up a SMS alert for emails that mention deposits or money transfers
- Why we ask for permission to delete your contacts and calendars
- What to do when switching to a new email address or domain