GreenFolders | Advanced Searching & Reports

Advanced Searching & Reports
How to Utilize Advance Searches and Create Reports
Reporting Basics – Building Your Searches In business, you need to know the status of production, etc., and often this comes in the form of a Report. With GreenFolders Advanced Searching you can build Reports (Saved Searches) to get the results you ...
How to Share, Print, and Export Advanced Searches
Share, Print and Export Advanced Searches So… you've created a fantastic report, using GreenFolders Advanced Search. You've added columns to display the best data, and moved them to the perfect place. The report has all the information that you need ...
How to Expand and Collapse Search Results
Expanding/Collapsing Search Results Have you ever wanted to change the view of your Home screen so you can see additional information without scrolling? You can, by either expanding or collapsing the results shown! 1. Select the Search Results tab ...

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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