How to Utilize the Notepad on the Home Screen

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 learning information that you would normally write on a sticky note. Keep the private and confidential information in a safe place rather than on a sticky note that could walk out the door stuck to your shoe, or end up in your trash!


Options Using Notepad

The Notepad in GreenFolders is located on your Home Screen and is your personal Notepad. No one else sees these notes except you*. Notepad options include: Creating, Assigning, Deleting, Copying and Printing Notes.


Notepad on Home Screen

Create

To create a new note, Click Add. The Create Note window will be displayed. Provide the contents of the note you would like. You can use the text editor to format the text. Click Create to create the note or Cancel to discard the note.


Create Note Window

Assign

You can assign a note to a specific folder. To assign a note:
  1. Click the note you want to assign.
  2. Click Assign To. The Add Notes window will be displayed. You can also right-click the note and choose Assign to from the menu.
  3. Select Application (if applicable) and Folder name.
  4. Click Go.
  5. Click the Apply To drop down list and select where to apply the note.

Assign a Note




Delete

  1. Click the Delete button and the note will be deleted.
  2. You can also delete multiple notes by holding the CTRL key on your keyboard, click each note you wish to delete then click the Delete button.

Copy

  1. Select the note you want to copy and click the Copy button.

Print

  1. Click the note you want to print and click the Print button.



*The Notepad can also be shared by multiple users!
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.