# Amitree Help Center

> Search help articles, videos, and more!

## Using Folio for Real Estate

- [Using Folio for Real Estate](https://support.amitree.com/en/articles/9882580-using-folio-for-real-estate.md)
- [Add and share your first Smart Folder](https://support.amitree.com/en/articles/9882581-add-and-share-your-first-smart-folder.md)
- [How Folio organizes your emails](https://support.amitree.com/en/articles/9882586-how-folio-organizes-your-emails.md)
- [The timeline website](https://support.amitree.com/en/articles/9882588-the-timeline-website.md)
- [Adding Folio collaborators](https://support.amitree.com/en/articles/9882590-adding-folio-collaborators.md)
- [Working with Folio's automatic folder suggestions](https://support.amitree.com/en/articles/9882592-working-with-folio-s-automatic-folder-suggestions.md)
- [Enable email organization for Microsoft 365 accounts](https://support.amitree.com/en/articles/9882594-enable-email-organization-for-microsoft-365-accounts.md)
- [Organize Documents in Smart Folders](https://support.amitree.com/en/articles/9882595-organize-documents-in-smart-folders.md)
- [How Smart Folders Work](https://support.amitree.com/en/articles/9882599-how-smart-folders-work.md)
- [Add a transaction](https://support.amitree.com/en/articles/9882600-add-a-transaction.md)
- [Manually create a Smart Folder](https://support.amitree.com/en/articles/9882602-manually-create-a-smart-folder.md)
- [Pre-contract Smart Folders](https://support.amitree.com/en/articles/9882604-pre-contract-smart-folders.md)
- [New construction and vacant lots](https://support.amitree.com/en/articles/9882607-new-construction-and-vacant-lots.md)
- [Save Your Emails and Attachments to a PDF and ZIP file](https://support.amitree.com/en/articles/9882609-save-your-emails-and-attachments-to-a-pdf-and-zip-file.md)
- [Archive or Delete a Transaction](https://support.amitree.com/en/articles/9882611-archive-or-delete-a-transaction.md): Learn how to archive or delete a Smart Folder
- [Find your archived folders](https://support.amitree.com/en/articles/9882614-find-your-archived-folders.md)
- [Unarchive A Smart Folder](https://support.amitree.com/en/articles/9882616-unarchive-a-smart-folder.md): Learn how to restore an archived Smart Folder
- [What happens if the transaction falls through?](https://support.amitree.com/en/articles/9882617-what-happens-if-the-transaction-falls-through.md)
- [Change the address of a Smart Folder](https://support.amitree.com/en/articles/9882619-change-the-address-of-a-smart-folder.md)
- [Edit or Rename a Smart Folder](https://support.amitree.com/en/articles/9882621-edit-or-rename-a-smart-folder.md)
- [Change who you represent on a transaction](https://support.amitree.com/en/articles/9882622-change-who-you-represent-on-a-transaction.md)
- [How do I access Smart Folders?](https://support.amitree.com/en/articles/9882623-how-do-i-access-smart-folders.md)
- [Duplicate Smart Folders](https://support.amitree.com/en/articles/9882624-duplicate-smart-folders.md)
- [Edit Smart Folder filters in Gmail](https://support.amitree.com/en/articles/9882625-edit-smart-folder-filters-in-gmail.md)
- [Managing Your Folio Folder Location in Google Drive](https://support.amitree.com/en/articles/11727889-managing-your-folio-folder-location-in-google-drive.md)
- [Smart Folder Filtering and Search](https://support.amitree.com/en/articles/13140794-smart-folder-filtering-and-search.md)
- [Timeline Events](https://support.amitree.com/en/articles/9882626-timeline-events.md)
- [Managing Service Providers & Resources](https://support.amitree.com/en/articles/12096490-managing-service-providers-resources.md)
- [Manage service providers on your timeline](https://support.amitree.com/en/articles/9882628-manage-service-providers-on-your-timeline.md)
- [Manage resources on your timeline](https://support.amitree.com/en/articles/9882629-manage-resources-on-your-timeline.md)
- [Enable reminders about timeline items](https://support.amitree.com/en/articles/9882630-enable-reminders-about-timeline-items.md)
- [Automatic timeline emails](https://support.amitree.com/en/articles/9882632-automatic-timeline-emails.md)
- [Customize your timeline photo](https://support.amitree.com/en/articles/9882633-customize-your-timeline-photo.md)
- [Add a logo to your timelines](https://support.amitree.com/en/articles/9882634-add-a-logo-to-your-timelines.md): Brand your timeline with your company logo
- [Sharing Documents via Timeline](https://support.amitree.com/en/articles/11009717-sharing-documents-via-timeline.md)
- [Timeline Auto-Population with DocGPT](https://support.amitree.com/en/articles/11081864-timeline-auto-population-with-docgpt.md)
- [Sync your timeline with your calendar](https://support.amitree.com/en/articles/9882627-sync-your-timeline-with-your-calendar.md)
- [Calendar sync options for clients](https://support.amitree.com/en/articles/9882636-calendar-sync-options-for-clients.md)
- [Request a review from clients](https://support.amitree.com/en/articles/9882635-request-a-review-from-clients.md)
- [Transaction anniversary reminders](https://support.amitree.com/en/articles/12321536-transaction-anniversary-reminders.md)
- [Timeline sharing](https://support.amitree.com/en/articles/12640291-timeline-sharing.md)
- [Create a timeline template](https://support.amitree.com/en/articles/9882637-create-a-timeline-template.md)
- [Create a private checklist for your transaction](https://support.amitree.com/en/articles/9882638-create-a-private-checklist-for-your-transaction.md)
- [Edit timeline key dates](https://support.amitree.com/en/articles/9882639-edit-timeline-key-dates.md)
- [Create anchor events on your timeline](https://support.amitree.com/en/articles/9882640-create-anchor-events-on-your-timeline.md)
- [Apply a template to your timeline](https://support.amitree.com/en/articles/9882641-apply-a-template-to-your-timeline.md)
- [Create and share templates with your team](https://support.amitree.com/en/articles/12096220-create-and-share-templates-with-your-team.md)
- [Working on a Smart Folder With Others](https://support.amitree.com/en/articles/9882642-working-on-a-smart-folder-with-others.md)
- [Share a timeline](https://support.amitree.com/en/articles/9882643-share-a-timeline.md)
- [Edit timeline invite email](https://support.amitree.com/en/articles/9882644-edit-timeline-invite-email.md)
- [Remove someone from a timeline](https://support.amitree.com/en/articles/9882645-remove-someone-from-a-timeline.md)
- [Accept a timeline invitation](https://support.amitree.com/en/articles/9882646-accept-a-timeline-invitation.md): Add a timeline that has been shared with you to your account
- [What happens when I accept a conflicting timeline invite?](https://support.amitree.com/en/articles/9882647-what-happens-when-i-accept-a-conflicting-timeline-invite.md)
- [Staying connected with clients using weekly timeline emails](https://support.amitree.com/en/articles/12675504-staying-connected-with-clients-using-weekly-timeline-emails.md)
- [Install the Folio Gmail sidebar in Chrome](https://support.amitree.com/en/articles/9882648-install-the-folio-gmail-sidebar-in-chrome.md)
- [Updating the Folio Gmail Extension](https://support.amitree.com/en/articles/9882649-updating-the-folio-gmail-extension.md)
- [Hide or show Folio sidebar](https://support.amitree.com/en/articles/9882650-hide-or-show-folio-sidebar.md)
- [Contacts](https://support.amitree.com/en/articles/9882651-contacts.md)
- [Documents](https://support.amitree.com/en/articles/9882652-documents.md)
- [Manage the Sender Sidebar settings](https://support.amitree.com/en/articles/9882653-manage-the-sender-sidebar-settings.md): Disable the "We found something!" message in Gmail
- [Uninstall the Folio Chrome Extension](https://support.amitree.com/en/articles/9882654-uninstall-the-folio-chrome-extension.md)
- [Manage your Team plan](https://support.amitree.com/en/articles/9882655-manage-your-team-plan.md)
- [Setting Up Your Team with Folio](https://support.amitree.com/en/articles/9882656-setting-up-your-team-with-folio.md)
- [Welcome to the New "My Team" Experience](https://support.amitree.com/en/articles/12059568-welcome-to-the-new-my-team-experience.md)
- [Managing multiple admins in Folio Teams](https://support.amitree.com/en/articles/13271884-managing-multiple-admins-in-folio-teams.md)
- [Google Drive & Folio: Sync and Organize Your Smart Folder Documents](https://support.amitree.com/en/articles/9882657-google-drive-folio-sync-and-organize-your-smart-folder-documents.md)
- [DocuSign & Folio](https://support.amitree.com/en/articles/9882658-docusign-folio.md)
- [DocGPT - Automatic Information Gathering](https://support.amitree.com/en/articles/9882674-docgpt-automatic-information-gathering.md)
- [DocGPT](https://support.amitree.com/en/articles/9882676-docgpt.md)
- [BoldTrail BackOffice & Folio](https://support.amitree.com/en/articles/9882659-boldtrail-backoffice-folio.md)
- [BoldTrail BackOffice & Folio - Getting Started](https://support.amitree.com/en/articles/9882661-boldtrail-backoffice-folio-getting-started.md)
- [BoldTrail BackOffice & Folio - Sync Folio Smart Folder Details](https://support.amitree.com/en/articles/9882662-boldtrail-backoffice-folio-sync-folio-smart-folder-details.md)
- [BoldTrail BackOffice & Folio - Save Documents](https://support.amitree.com/en/articles/9882663-boldtrail-backoffice-folio-save-documents.md)
- [BoldTrail BackOffice & Folio - Information Sync](https://support.amitree.com/en/articles/9882664-boldtrail-backoffice-folio-information-sync.md)
- [Folio Plans](https://support.amitree.com/en/articles/9882665-folio-plans.md)
- [Edit your Folio profile](https://support.amitree.com/en/articles/9882666-edit-your-folio-profile.md)
- [What to do when switching to a new email address or domain](https://support.amitree.com/en/articles/9882667-what-to-do-when-switching-to-a-new-email-address-or-domain.md)
- [Set up a SMS alert for emails that mention deposits or money transfers](https://support.amitree.com/en/articles/10512933-set-up-a-sms-alert-for-emails-that-mention-deposits-or-money-transfers.md)
- [Why are my folders paused?](https://support.amitree.com/en/articles/9882668-why-are-my-folders-paused.md)
- [I can't add resources to my timeline](https://support.amitree.com/en/articles/9882669-i-can-t-add-resources-to-my-timeline.md)
- [I can't apply my buyer or listing template](https://support.amitree.com/en/articles/9882670-i-can-t-apply-my-buyer-or-listing-template.md)
- [Can't create or save a transaction](https://support.amitree.com/en/articles/9882672-can-t-create-or-save-a-transaction.md)
- [Resync your calendar](https://support.amitree.com/en/articles/9882673-resync-your-calendar.md)

## Folio for Lenders

- [What is Folio for Lenders?](https://support.amitree.com/en/articles/9882682-what-is-folio-for-lenders.md)
- [How Smart Folders work: Overview](https://support.amitree.com/en/articles/9882683-how-smart-folders-work-overview.md)
- [The timeline website: Overview](https://support.amitree.com/en/articles/9882684-the-timeline-website-overview.md)
- [Email organization: Overview](https://support.amitree.com/en/articles/9882685-email-organization-overview.md)
- [Add a Smart Folder](https://support.amitree.com/en/articles/9882686-add-a-smart-folder.md)
- [Setting up your first timeline](https://support.amitree.com/en/articles/9882688-setting-up-your-first-timeline.md)
- [Share your timeline](https://support.amitree.com/en/articles/9882689-share-your-timeline.md)

## FAQs

- [What is Folio?](https://support.amitree.com/en/articles/9882690-what-is-folio.md)
- [How to get help](https://support.amitree.com/en/articles/9882691-how-to-get-help.md)
- [Is my information secure?](https://support.amitree.com/en/articles/9882692-is-my-information-secure.md)
- [What if I don't have a Gmail or Office 365 email account?](https://support.amitree.com/en/articles/9882693-what-if-i-don-t-have-a-gmail-or-office-365-email-account.md)
- [Does Folio work on my mobile device?](https://support.amitree.com/en/articles/9882694-does-folio-work-on-my-mobile-device.md)
- [Folio Missing from Gmail](https://support.amitree.com/en/articles/9882696-folio-missing-from-gmail.md): Troubleshoot how to add Folio back to Gmail
- [My emails and Folio sidebar don't appear together](https://support.amitree.com/en/articles/9882697-my-emails-and-folio-sidebar-don-t-appear-together.md)
- [Receiving too many Email Alert notifications?](https://support.amitree.com/en/articles/9882699-receiving-too-many-email-alert-notifications.md)
- [Google Calendar is not syncing with timelines](https://support.amitree.com/en/articles/9882700-google-calendar-is-not-syncing-with-timelines.md)
- [Smart Folders are still in Gmail after Folio is uninstalled](https://support.amitree.com/en/articles/9882701-smart-folders-are-still-in-gmail-after-folio-is-uninstalled.md)
- [Delete any Folio Gmail filter](https://support.amitree.com/en/articles/9882702-delete-any-folio-gmail-filter.md)
- [Are my emails and files shared?](https://support.amitree.com/en/articles/9882703-are-my-emails-and-files-shared.md)
- [Does Folio move or delete my emails?](https://support.amitree.com/en/articles/9882704-does-folio-move-or-delete-my-emails.md)
- [Missing emails](https://support.amitree.com/en/articles/9882705-missing-emails.md)
- [Add emails into a Smart Folder](https://support.amitree.com/en/articles/9882706-add-emails-into-a-smart-folder.md)
- [Remove emails from a Smart Folder](https://support.amitree.com/en/articles/9882707-remove-emails-from-a-smart-folder.md)
- [Update your credit card info](https://support.amitree.com/en/articles/9882711-update-your-credit-card-info.md)
- [Transfer your paid subscription](https://support.amitree.com/en/articles/9882713-transfer-your-paid-subscription.md)
- [Billing and Refund Policy](https://support.amitree.com/en/articles/9882714-billing-and-refund-policy.md)
- [Cancel your subscription or auto-renewal](https://support.amitree.com/en/articles/9882715-cancel-your-subscription-or-auto-renewal.md)
- [How do I find my receipts/invoices?](https://support.amitree.com/en/articles/9882716-how-do-i-find-my-receipts-invoices.md)
- [How do I update my subscription type?](https://support.amitree.com/en/articles/9882717-how-do-i-update-my-subscription-type.md)
- [Will I receive a credit if I upgrade my subscription?](https://support.amitree.com/en/articles/9882718-will-i-receive-a-credit-if-i-upgrade-my-subscription.md)
- [How do I reactivate my subscription?](https://support.amitree.com/en/articles/9882719-how-do-i-reactivate-my-subscription.md)
- [Do you offer monthly billing?](https://support.amitree.com/en/articles/9882720-do-you-offer-monthly-billing.md)
- [How do I change my password?](https://support.amitree.com/en/articles/9882721-how-do-i-change-my-password.md)
- [Permanently delete your account](https://support.amitree.com/en/articles/9882722-permanently-delete-your-account.md)
- [How do I sign up?](https://support.amitree.com/en/articles/9882723-how-do-i-sign-up.md)
- [How does my referral link work?](https://support.amitree.com/en/articles/9882725-how-does-my-referral-link-work.md)
- [Why should I sign up for your program?](https://support.amitree.com/en/articles/9882726-why-should-i-sign-up-for-your-program.md)
- [How much money can I earn from people I refer?](https://support.amitree.com/en/articles/9882727-how-much-money-can-i-earn-from-people-i-refer.md)
- [How do I get paid when I refer users to sign up for Folio?](https://support.amitree.com/en/articles/9882728-how-do-i-get-paid-when-i-refer-users-to-sign-up-for-folio.md)
- [What tools will Folio provide me with to promote it?](https://support.amitree.com/en/articles/9882729-what-tools-will-folio-provide-me-with-to-promote-it.md)
- [Referral Program Best Practices](https://support.amitree.com/en/articles/9882731-referral-program-best-practices.md)
- [Folio by Amitree Referral Program FAQ](https://support.amitree.com/en/articles/9882732-folio-by-amitree-referral-program-faq.md)

## Latest Updates

- [What’s New in Folio \(2025\)](https://support.amitree.com/en/articles/10582139-what-s-new-in-folio-2025.md): Major release notes, improvements, and feature updates
- [What's new? \(2023 edition\)](https://support.amitree.com/en/articles/9882677-what-s-new-2023-edition.md)
- [What's new \(2022 edition\)](https://support.amitree.com/en/articles/9882678-what-s-new-2022-edition.md)
- [What's new? \(2021 edition\)](https://support.amitree.com/en/articles/9882680-what-s-new-2021-edition.md)
- [Privacy Policy and Terms of Use Updates FAQs](https://support.amitree.com/en/articles/9882675-privacy-policy-and-terms-of-use-updates-faqs.md)
- [What’s New in Folio \(2026\)](https://support.amitree.com/en/articles/13169132-what-s-new-in-folio-2026.md)