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

Board

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

Sharing & Collaboration

• Work on a Smart Folder with others

Account

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