How to Utilize the Note Tab Within Folders to Keep Your Team in the Loop
Make Note of It!
When multiple people view a folder, the best way to keep everyone informed is by placing a note in the file that is visible to everyone with the security privileges to do so.
Add GreenFolders notes in general the notes of the file, on
a specific attachment and on each individual task. A personal notepad is also
available on your home screen for your view only! On each note, you can
identify who made the note and who may have modified the note.
General Folder Notes
Found within the folder, the Notes section provides a
general area for everyone to place notes pertaining to that specific file.
Making notes is easy and provides some handy tools such as:
1. Include your user name and date/time stamp in your note by clicking
on the clock on the toolbar.
2. Search for a specific word in a note or a name of a user who added the note by using the "Search" option.
3. Make your notes STAND OUT by using the Rich Text
tools. Type the note first, highlight what is important by using the highlight
tool, resize the text, use bold, italicize or underline. They will not miss it
now!
Attachment Notes
Apply a note right next to the attachment name. This will help identify that an internal note about that specific document is available. All of the same great features listed above are included in this type of note too! To make a note relating to a document, right mouse click on the document and select "Notes"
Task Notes
Another place where notes become extremely helpful is on each individual task. Keep details of the task at hand; help provide information for historical purposes and for when a question needs to be answered in the file if you are unavailable.
Tip: The history of your file
is important, not only today but for questions about the file in the
future. Be prepared and do more than make a mental note, take note!
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
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