![]() Click “View Folio Folder in Drive” to see them. 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) Folio helps you keep your deals on track with transaction timelines and reminders that are integrated into your Outlook or Google Calendar.by AppFolio dotloop by dotloop Juniper Square by Juniper Square TOP FEATURES Accounting Commission Management Contract/License Management TOP FEATURES 4. Select an active Folio smart folder from the sidebar or Folio menu Comparing Folio ratings with its top alternatives Folio by Amitree 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. Folio helps busy professionals organize and manage their business. 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.How to delete a filter You can easily remove the filter from inside your Gmail settings. You can always customize these filters or you can decide to delete them if they dont work well with your process. Share links to a document or Drive folder. Folio automatically creates smart filters to organize your emails based on the Smart Folders you have created.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. READ MORE SEE ALL PRICING OTHER USERS CHOSE BrokerSumo 3.2 (4) Starting From: 99. Using Folio in another industry? Learn more here.Īutomatically upload all your transaction documents to DriveĬonnect the magic of Folio to your Google Drive. Folio by Amitree Starting From: 19.00 per month Pricing Model: Per User Yes, has free trial Yes, has free version Pricing Details(Provided by Vendor): Folios free version allows you to manage 3 transactions, share transaction timelines and organize y. This article is for users of Folio Pro for Real Estate (including team plans).
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