Attachments
How to Share (Email) Attachments (Documents) within GreenFolders
Add Documents to the Attachment Section of GreenFolders then Share Directly from the Folder When in a Folder within GreenFolders, navigate to the Attachment tab. This is where you can add documents into GreenFolders and also share (email) those same ...
How to Create Custom Annotation Stamps with the Snippet Tool
Creating Custom Annotation Stamps with the Snippet Tool Making a GreenFolders Custom Annotation Stamp out of a certain clause or a certified stamp is easy to do. Follow the instructions below to create a stamp that you can use time after time in ...
How to Use the Snippet Annotation Tool
Using the Snippet Annotation Tool Have you ever been asked to send the legal description or wanted to take a quick screenshot of a portion of an attachment? Using the Snippet Annotation Tool makes many scenarios like those above simple! Click the ...
How to Add Images to Annotations
Image Annotations Add a personal touch to your documents by adding your logo or picture! Have you ever wanted to add your picture, logo or another image to your documents? The Image Annotation Tool lets you add an image as an annotation! Attachments ...
How to Create an Exhibit A
Creating “Exhibit A” Couldn’t Be Easier! Have you ever needed to create “Exhibit A” out of one page of an attachment? Using GreenFolders, creating a smaller attachment from another attachment takes only 4 simple steps! Learn how below. 1. Within the ...
How to Change the Size of the Viewing Panes
Changing the Size of Viewing Panes Need a window with a bigger view? GreenFolders provides each user with the ability to customize the size of the panes in both Attachments and Tasks! Attachments To expand/minimize the panes while viewing ...
How to Flag Pages within a Document in the Attachments Sections
Flagging Pages in Documents Ever needed to make specific pages of a document stand out to make reviewing the document easier? With GreenFolders, you can easily Flag one or more pages so that they stand out and are easy to find! When you open an ...
How to Sort Attachments by Type, Name, File Type, Created By and/or Date
Sorting Attachments Most of us sort Attachments by Attachment Type, however did you know that you have other choices? Just click Sort by to see all the options. Attachments sorted by Attachment Type A great way to view all the attachments in a ...
How to Change the Size when Viewing Thumbnails
Viewing Thumbnails Do you need make that thumbnail image just a little bit larger? When viewing image type attachments in GreenFolders, thumbnail images of each page of the attachment display in the Thumbnail Pane along the right side of the Viewing ...
How to Remove an Annotation
Removing Annotations Annotations are a great tool, but what happens when you need to remove one? Creating Annotations on documents can be a powerful tool, but if they are the wrong annotation or we mark up a document and simply change our minds, they ...
How to Utilize the Search Bar to Find your Attachments Quickly
Find What You are Looking for Faster Using Search! Finding the needle in a haystack is nearly impossible; however, finding a specific Attachment or locating a specific Note within a folder is not! In fact, adding a few words to the Search tool will ...
How to Create Date and Time Stamps within Attachment Annotations
Creating Date and Time Stamps Have you ever needed to Date and Time stamp a document? GreenFolders provides the ability to do just that! To create a Date and Time stamp, you follow the same directions as you would to create any stamp. 1. Select the ...
How to Add Attachment(s) to Multiple Folders at Once
Adding Attachment(s) to Multiple Folders Do you have several attachments that need to be added to more than one folder? Rather than opening each folder one at a time and adding the attachment(s), now you can add them to several folders at once! Add ...
How to Compress Attachments (Zip Files)
Compressing Attachments Are you trying to pack way too many things in your email? When packing a bag or suitcase for vacation or holiday, an overly stuffed or heavy suitcase could possibly be rejected at an airline check-in. The same idea holds true ...
How to Move Attachment and Pages
Moving Attachments and Pages Are you a mover and a shaker? Have you ever added an attachment to the wrong file? Or perhaps scanned multiple documents as one attachment and want to break it apart into individual attachments orpages? No need for a ...
How to Work with Annotations
Working with Annotations Oops! Need an eraser or just an adjustment? Moving, stretching, shrinking, flipping, rotating, burning and even deleting an annotation in GreenFolders is convenient and "Do Overs" are not so time consuming. Note: Annotations ...
How to Add Documents/Attachments to a Folder
Adding Documents to a Folder Drag and Drop, Print, Browse, Publish….Options, Options, Options! Every day we get multiple documents that come to us in many ways. As we think of the different mediums in which these documents are delivered, it is always ...
How to Rotate One or All Pages within a Document in Attachment
Rotating Attachments You put one doc in, you take another out, you put a sideways doc in, and then you turn the doc around! GreenFolders…That’s what it’s all about! Don't strain your neck document that have been scanned or sent in a rotated position! ...
How to Use Labels for your Benefit and Organization
Labels Have you ever held a large paper file in your hand that contained dividers? On each of the divider's tab was a Label that indicated what you would find behind that specific divider. In GreenFolders, view it ALL or view only what you need, the ...
How to Rearrange Pages within a Document by Un-Stapling and Re-Stapling
Un-staple, Rearrange and Re-staple Merging documents and adding pages to other documents in GreenFolders is easy. But what happens when those documents get out of order or need to be rearranged? Using the GreenFolders Stapler tool makes changing the ...
How to Merge Documents
Merging Documents Let GreenFolders help you find the fast track to merging image type documents, in as little as three simple clicks! Find out how easy it is to merge documents! Merge in the Inbox Merging documents inside the Inbox on your Home ...
How to Email, Save, Print, and Burn Annotations within GreenFolders
Email, Save, Print, and Burn Annotations Your clients may say, “Hey! How did you do that?” when you send them documents with annotations! Adding your signature, text and highlights to a document in GreenFolders takes just a few simple clicks. But how ...
How to Create Stamps and Custom Annotations
Creating Stamps and Custom Annotations Calling attention to a particular section of a paper document is as simple as adding a sticky note or circling the words with a pen. But how do you do it when the document is electronic and on your computer? ...