The Wonders of Automation within GreenFolders

The Wonders of Automation within GreenFolders

The Wonders of Automation within GreenFolders

Automate your workflow to be more efficient and effective

GreenFolders sections is which you have the ability to automate workflow:

  1. Folder Statuses
    1. Available Actions to Automate when the Folder Status is changed/updated:
      1. Create Tasks
      2. Change Task Status
      3. Change Task Priority
      4. Assign Task
      5. Complete Task
      6. Cancel Open Tasks
      7. Change Folder Status
      8. Change Folder Priority
      9. Assign Folder
      10. Send a Message
      11. Modify Access Permissions 
  2. Folder Priorities/Transaction Type
    1. Available Actions to Automate when the Folder Priority/Transaction Type is changed/update: 
      1. Create Tasks
      2. Change Task Status
      3. Change Task Priority
      4. Assign Task
      5. Complete Task
      6. Cancel Open Tasks
      7. Change Folder Status
      8. Change Folder Priority
      9. Assign Folder
      10. Send a Message
      11. Modify Access Permissions 
  3. Tasks
    1. Available Actions to Automate when a Task is completed,  a Task priority changes, or a Task status changes:
      1. Create Tasks
      2. Change Task Status
      3. Change Task Priority
      4. Assign Task
      5. Complete Task
      6. Cancel Open Tasks
      7. Change Folder Status
      8. Change Folder Priority
      9. Assign Folder
      10. Send a Message
      11. Modify Access Permissions 
  4. Attachment Names
    1. Available Actions to Automate when an specific Attachment Name is added to a document:
      1. Create Tasks
      2. Change Task Status
      3. Change Task Priority
      4. Assign Task
      5. Complete Task
      6. Cancel Open Tasks
      7. Change Folder Status
      8. Change Folder Priority
      9. Assign Folder
      10. Send a Message
      11. Modify Access Permissions 

GreenFolders sections that you can automate organization of Labels & Parties:
  1. Attachment Types
    1. Available Actions to Automate when you choose a specific Attachment Type:
      1. Add Labels
      2. Add Parties
  2. Attachment Names
    1. Available Actions to Automate when you choose a specific Attachment Name:
      1. Add Labels
      2. Add Parties
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.