Lightfolio

Follow these steps to export and save your Lightfolio contact data to your computer or device.

How Can I Export My Lightfolio Contacts?

Follow these steps to edit your automated email templates for bookings, gallery expirations, and more.

How To Edit Your Automated Email Templates

Follow these steps to organize and import your contact data from your computer or device.

How Can I Import My Contacts To Lightfolio?

Follow these steps to add a new task and associate it with a project and/or contact.

How To Create a New Task

Follow these steps to learn how to edit a task or mark a task as complete.

How to Edit and Mark a Task as Complete

To access the list of all the messages you’ve added to documents, minis, and more, follow these steps.

How Can I View the History of My Messages?

Follow these steps to learn how to organize your contact data spreadsheet on your computer or device before importing it to Lightfolio.

How Do I Organize My Contacts Spreadsheet For Importing?

If you encounter a mapping error when importing your contracts, follow these steps to learn how to solve the issue.

Why Am I Seeing a Mapping Error When Importing My Contacts?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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