If you’re new to the Folio extension or need a review, watch this tutorial video. No more switching in and out of different program windows! Folio by Amitree is a powerful email assistant designed to help real estate agents and brokers stay organized, save time and boost productivity. You can create, share, and manage your timelines directly from your Gmail inbox. Recipients receive reminders for events (only if you set reminders!), get updates when changes are made, and can access the timeline from whatever device they'd like.įor the best experience of Folio, Gmail users can install the Chrome Gmail Extension. The timeline keeps all relevant parties in the loop. These timeline websites can be shared with your clients, the other agent, or even a lender or title officer. You can add or update these events right from your inbox if you're a Gmail user, and everything is automatically synced to your Google or Outlook calendar.įor each Smart Folder, Folio creates a website where you can choose to publish the important dates relevant to that client. In that Smart Folder, Folio will automatically add relevant emails, and make it easy to access important documents or contacts that pertain to that client.įor each added client, you can keep track of important dates, such as those tied to the contract, or even showings for a pre-contract client. You'll see these Smart Folders appear in your email-as a label in Gmail, or a folder in Outlook. You can easily approve or reject those suggestions, and that helps train Folio's algorithm to do better in future.įor an approved client (or one you manually added), Folio will automatically create a S mart Folder for them. How it works Feature Spotlight: Folio & Google Drive When you connect Folio to Google Drive, it will: Create a Folio and 'Folio Archive' folder inside Google Drive. When Folio finds a potential client, it will ask you to confirm whether it got it right. Otherwise, it'll suggest the client by name. For a client that's under contract, Folio will often suggest the address of the property. When you connect Folio to your email account, it starts analyzing your email for keywords and phrases that indicate you're working with someone, either in the early stages, or under-contract. Once you connect your inbox, it gets to work organizing your clients, helping you stay on top of your day-to-day. Using Folio in another industry? Learn more here.įolio is the first email assistant for real estate agents. Click “View Folio Folder in Drive” to see them.This article is for users of Folio for Real Estate. Now all your documents inside your smart folders will be live in your Drive. You will see a connection and confirmation pop-up. Select the account you want to connect (should be the same email account as your Folio account).4.7 (100) 5.0 File Sharing 4.2 Electronic Signature 2. Select an active Folio smart folder from the sidebar or Folio menu Folio by Amitree 4.5 (73) Write a Review TOP FEATURES PROS & CONS LATEST REVIEWS COMPARE ALTERNATIVES PRICING ABOUT Top Features Folio by Amitree File Sharing Electronic Signature Task Management See all features OTHER USERS CHOSE AppFolio Investment.Removing an email from the smart folder does not auto-remove the associated uploaded document in your Drive folder you have to remove it from the Drive folder manually.Ĭhrome extension instructions (inside Gmail):.You may have to wait a few short minutes for document and folder changes to display as expected.The manual change will break the sync between the Drive folder and Folio. Attachments of emails that you manually move into a folder do not upload to the Drive folder.Today, you can not choose which folder Folio syncs to inside Google Drive.Upload new document to the Drive folder (others with access can upload too)!Īfter a few moments, those documents will also update inside Folio.Share links to a document or Drive folder.Once they are in your Drive, you can manage your documents like you normally would. Easily view all your synced Drive files right from the Smart Folder in Gmail or on the web.There, you’ll find all your synced email attachments labeled by Smart Folder.Create a ”Folio” and "Folio Archive" folder inside Google Drive.When you connect Folio to Google Drive, it will: With our Folio+Drive integration, Folio will automatically sync all the attached documents and files from your Smart Folder emails to Google Drive. Using Folio in another industry? Learn more here.Īutomatically upload all your transaction documents to DriveĬonnect the magic of Folio to your Google Drive. This article is for users of Folio Pro for Real Estate (including team plans).
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