
FolioReady
Document collection made easy
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
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.
1 Like
2 Comments
2 Comments
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1
Congratulations! Did you have to go through their restricted api security process? From what I remember it had a pretty steep cost
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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.
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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.


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