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Notes
How to Organize Notes by Color
Organize Notes By Color Ever wonder how to keep track of who writes notes in each file, how to make a note stand out, or view which notes are of utmost importance just by a glance? Notes can be seen in each file by everyone who has security ...
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, ...

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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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