How to Rename a Folder

Renaming Folders

What’s in a name? In GreenFolders, a folder's name is very important!

Folders can be found by searching for the folder name. Also, if GreenFolders is connected to a production system, the name is the magical key that shares the data with GreenFolders, eliminating double data entry! So what do you do when a folder needs to be renamed or if a folder is named incorrectly? Rename it!

1. Click “Edit”.

2. Click on the pull down located to the right of the Folder tab and select the Rename* option.

3. Enter the new Folder Name and click “OK”.

The folder is now renamed!

If your production system integrates with GreenFolders; data such as the Buyer/Seller Name, Property Address, etc. from the production system's file of the same name will appear automatically and will update and display in the Forms on the Folder Tab.

*If the Rename option is not displayed, you do not have privileges to rename a folder. You’ll need to contact your GreenFolders Administrator to have Rename added to your Security Privileges.

Please contact Title iO Technical Support at 801-290-8585 ext. 2 or support@titleio.com for further assistance. Title iO, LLC and its successors and assigns makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions.

• Related Articles

• How to Customize your Home Screen by Copying Columns

  Easily Customize Your Home Screen by Copying Columns You have customized the reports on your home screen with the exact columns you need and the report is just the way you want*. Now you want all the other reports on your home screen to have the ...

• How to Favorite One Folder or Multiple Folders

  Favorites Tab We all have our favorite movies, favorite songs, favorite colors, favorite quotes, so why not have favorite Folders? GreenFolders has a tab, located on your home screen, named Favorites! Best of all, the folder does not have to be ...

• How to Freeze/Unfreeze Folders and Attachments

  Freeze/Unfreeze Folders and Attachments To Freeze, or not to Freeze: that is the question! Wouldn't it be cool if we could freeze a moment in time, providing the ability to reflect back, and see it as it was the instant we left it? The Freeze ...

• How to Utilize the Notepad on the Home Screen

  Make “Note of it” with the Notepad on Home Screen! The Notepad tab on the GreenFolders Home Screen gives you an area to create notes and assign them to a specific folder at a later time, if needed. Use the notepad when retrieving voicemails or ...

• How to Detach and Reattach Folders and Attachments

  Detach Folders / Attachments Have you ever needed to compare or view the content of two folders at the same time? What about the need to view two documents, from the same folder, at the same time? GreenFolders has options available to make these two ...