Folio

Getting Started

• What is Folio?
• Install the Folio Chrome Extension
• The Contacts Tab

Smart Folders

• Edit Smart Folder Settings
• Organize documents in Smart Folders
• Export your emails to a PDF
• Archive a Smart Folder

Timelines

• Your Smart Folder's timeline website
• Add an event to your timeline
• Add a note to your timeline
• Receive reminders about timeline items
• Sync your timeline items to your calendar
• Customize your Smart Folder timeline photo

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Sharing & Collaboration

• Work on a Smart Folder with others

Account

• Folio Pricing
• Edit your Folio profile
• Using Folio with multiple email accounts

Settings

• Using ANY and ALL in your Smart Folder settings
• Why we ask for permission to delete your contacts and calendars
• Changing your calendar notification settings
• Set up a SMS alert for emails that mention deposits or money transfers