How to Rename a Folder

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.