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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
  • Remove someone from a timeline

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

Announcements & Product Updates

  • What's new?

Troubleshooting Common Issues

  • My emails and Folio sidebar don't appear together
  • Google Calendar is not syncing with timelines
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