Getting Started
- Using Folio for Real Estate
- Add and share your first Smart Folder
- How Folio organizes your emails
- The timeline website
- Adding Folio collaborators
- Working with Folio's automatic folder suggestions
Smart Folders
- How Smart Folders Work
- Add a transaction
- How to manually create a Smart Folder
- Pre-contract Smart Folders
- New construction and vacant lots
- Save your emails to a single PDF
Timelines
- Timeline Events
- Sync your timeline with your calendar
- Manage service providers on your timeline
- Manage resources on your timeline
- Receive reminders about timeline items
- Automatic timeline emails
Timeline Templates
Sharing
Gmail Overview & Integrations
- Contacts
- Files
- Google Drive & Folio
- DocuSign & Folio
- Updating the Folio Gmail Extension
- Hide or show Folio sidebar