Simplify your daily work

New features and improvements

Communications

New in the Communications module: email drafts!
Now you have the freedom to start an email and resume it later at your convenience. Thanks to this new feature, save your drafts and resume your communications where you left off. An innovation designed to simplify your email management and optimize your workflow.

And more ...

→ Update your conversations in bulk to save time and stay organized

→ Write your messages directly from your files history

→ Customize the subjects of automatic emails

→ Discover an enhanced communications section for more efficient management

Documents and media

Lighter PDF files while maintaining impeccable quality?
This is now possible with the new PDF generation engine in Foldio! Whether for sending or archiving, this new feature allows you to generate documents faster, lighter, and without compromising on quality.

And more ...

→ Customize the margins and format of your PDF documents to adapt them to all media

→ Generate customized report names thanks to variable injection

→ Now enjoy an archiving system to organize and store your files securely

Billing and payments

→ Keep a complete history of all your invoice editions thanks to the new automatic archiving system

→ Manage access to payment management thanks to a new dedicated permission

→ Easily visualize recipients when reconciling payments
→ Enjoy an optimized user experience thanks to various ergonomic improvements

Various improvements

→ Benefit from smoother synchronization with your external calendars

→ Optimize the management of your appointments thanks to a more intuitive assistant

→ Enjoy an improved user experience and new data to import in the Foldio configurator

→ Automatically retrieve the references of external contacts thanks to AG integration

→ Baloise company guidelines have been applied to ensure compatibility with Foldio