GreenFolders | General | Knowledge Base

General
How to Utilize Right Clicking
Right Click: Your Best Friend for Options Best Friends never let you down; neither will right clicking with your mouse. Using the right mouse button can provide you with many options to make changes to multiple items at once in GreenFolders. Just ...
How to Setup Notifications
You’ve got Notification Mail!! A little reminder is very helpful in keeping your day organized and you on top of it all. GreenFolders Notifications provide a convenient way to stay connected to your folders, even when you do not have GreenFolders ...
How to Utilize “My Settings”
My Settings Does one size truly fit all? “My Settings” makes it possible to customize many GreenFolders features the way you like*. GreenFolders “My Settings” provides a way to customize the tools you use, the way you view documents, printing options ...

Popular Articles
Tasks and Task Automations in GreenFolders
Did you know that tasks can automatically trigger certain actions in GreenFolders? AND it's not difficult to set up! The hardest part is laying out your workflow and deciding how you want them to work for you. I promise you, these automations will ...
Title iO Release Notes
Title iO Release Notes Version 3.12.7 December 15th, 2022 Bug Fixes GreenFolders Improved the error message when upgrading databases from previous versions to improve troubleshooting. Resolved issue with Predefined Names not triggering workflow rules ...
How to Add and Remove Columns, Customize and Personalize GreenFolders Tabs
Adding and Removing Columns Just when you thought it couldn’t get any easier! Configure the GreenFolders home screen to show more information at a glance. The Home Screen has five standard Saved Searches. These searches or “Tabs” are; “Folders”, ...
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? ...
Enable the User Auto Login Feature
User Auto Login Feature Looking for a faster way to log into GreenFolders? Auto login may be the option for you! When logging in, just double click the GreenFolders icon and GreenFolders opens right to your Home Screen! Enable Auto Login To take ...

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