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  1. Folio Support
  2. Folio for Professionals

Folio for Professionals

Getting Started

  • What is Folio?
  • Install the Folio Chrome Extension
  • Using ANY and ALL in your Smart Folder settings
  • The Contacts Tab

Smart Folders

  • Create tasks and notes in Folio
  • Edit Smart Folder Settings
  • Organize documents in Smart Folders
  • Export your emails to a PDF
  • Archive a Smart Folder

Timeline

  • Your Smart Folder's timeline website
  • Sync your timeline items to your calendar
  • Customize your Smart Folder timeline photo

Sharing & Collaboration

  • Work on a Smart Folder with others

Account

  • Folio Pricing
  • Permanently delete your account
  • What's new?
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