This article is for users of Folio Pro for Real Estate (including team plans).
Automatically upload all your transaction documents to Drive
Connect the magic of Folio to your Google Drive. With our Folio+Drive integration, Folio will automatically sync all attached documents and files from your Smart Folder emails to Google Drive - and now, you can even choose where in your Drive those folders are created.
When you connect Folio to Google Drive, it will:
Create a “Folio” and "Folio Archive" folder inside Google Drive - in a location you choose when setting up the integration.
You have the option to pick where the main “Folio” folder is stored (for example, inside another folder, not necessarily the My Drive root). All Smart Folders will be synced inside that location.
There, you’ll find all your synced email attachments labeled by Smart Folder.
Easily view all your synced Drive files right from the Smart Folder in Gmail or on the web.
Once they are in your Drive, you can manage your documents like you normally would. You can do things like:
Share links to a document or Drive folder.
Upload new document to the Drive folder (others with access can upload too)!
Rename or delete files.
After a few moments, those documents will also update inside Folio.
How to enable the integration
To enable the integration, start by navigating to the Integrations page and selecting Connect to Google Drive, then follow the prompts to authorize your Google account.
Note that the selected account should be the same as your Folio account.
Once connected, you’ll be able to choose your preferred Drive location by clicking the My Drive button. This opens the Drive selection modal, where you can select the folder in Google Drive where your Folio files and folders will be stored.
Changing your Drive location
After the integration is enabled, you can always change where your Folio folders are created in Google Drive:
You can choose between:
“My Drive”: Your personal Google Drive space (default option)
“Shared drive”: A team or company Google Drive that multiple people can access
After selecting your desired location, "Folio" and "Folio Archive" folders will be created in that location. Any new Folio folders and documents will be saved to this new location.
Your old Folio and Folio Archive folders will remain in their original location, and you can manually delete them if desired. Going forward, all new attachments within Smart Folders will be added to the new location.
Important notes
If selecting a shared drive, you must have Contributor, Content Manager, or Manager permissions to write into the folder, including creating folders within the shared drive.
If you select a folder that’s already named "Folio" as your location, the system will only create the Smart Folder subfolders inside it (not another "Folio" folder).
When moving from a shared Drive to another location, duplicate folders may be created to preserve access for other team members.
Additional info and tips
Documents uploaded directly to the timeline (either from your computer or from existing Smart Folder files) will also appear in your connected Google Drive folder. This ensures all important documents are kept organized and synced, even if they weren’t email attachments.
Do not rename the Drive folder. Manually changing the folder name will break the sync between the Drive folder and Folio.
If you change the location of your Folio Drive folders from your integrations page, older documents and folders will stay in the original location. Only new documents will be stored in the new folder. You can move older files manually if needed.
You may have to wait a few short minutes for document and folder changes to display as expected.
Removing an email from the Smart Folder does not automatically remove the associated uploaded document from your Drive folder. You’ll need to remove it manually if desired.
When exporting a Smart Folder (Pro users only), any documents synced to Drive may be included in the ZIP file, along with standard email attachments.