FolioReady

Document collection made easy

Visit Website
September 8, 2020 Gmail Add-On Released

Google have approved the listing of FolioReady as a Gmail Add-On. I was already approved to use their APIs to read the email address and send emails using a user's signed in account.

Now you can use FolioReady inside your Gmail account to request documents and review the documents clients have sent you.

https://gsuite.google.com/marketplace/app/folioready/756735137548

Comment

September 4, 2020 Google OAuth approval

Sending email requests and reminders is a core feature of FolioReady.

Version sent all emails using the "support@folioready.com" email address.

Now with Google approval customers can connect their gmail/gsuite accounts and use their own email address.

2 Comments

  1. 1

    Congratulations! Did you have to go through their restricted api security process? From what I remember it had a pretty steep cost

    1. 1

      No, I'm aiming to be added as a gmail "add-on", so I had to be careful
      They have sensitive and restive scopes. I only use sensitive so I can get the name and email address of the email, and send an email, but I cannot read the contents of the message. That give me enough to link to my app and see any document requests the sender has.

About

If you need more than one document from your clients or customer then you know how the process can be confusing for your clients and a pain for you. We streamline the process for both you and your clients.