Leaves of Knowledge

GreenFolders is dedicated to providing you with world class support.  If you have questions or need help with GreenFolders simply email us at gfsupport@GreenFolders.com or call us at 801-747-2132.

"Greenfolders has helped us transition to a paperless workflow, while maintaining our current processes. The transition was painless and rewarding."

— Clint McTomick, Partner, Watkins Law Firm

"It's truly amazing. We honestly haven't created a paper file in a year, and we're seeing monthly savings of over $10,000 in paper and copy costs alone. The processes stayed pretty much the same; it's just the medium that changed."

— Scott Halverson, Partner, Integrated Title Services

"Most programs require you to change the way you do business to conform to the program. Greenfolders is the only program that I have found that is 100% configurable to the way I do business. Since I have implemented Greenfolders, I never have to look for a missing file, I have reduced my paper consumption by 90% and my actual cost per file dropped by 30%."

— Brett Matsuura, Principal Broker, Liberty One Real Estate

"The most exciting benefit is that it has made my real estate brokerage more efficient; what used to take a full time staff of five now only takes three. Thanks, Greenfolders!"

— Brett Matsuura, Principal Broker, Liberty One Real Estate

“Green Folders delivers on everything that was promised:   “reduced costs - increased productivity” -– the added bonus is that it’s Great Fun!  Easy to use - our staff loves it!”

—Susanne Jerome, Systems Manager, Olympic Peninsula Title Company

Greenfolders has increased our productivity so much it is like having an extra employee in the office.  Its true with GreenFolders, "Do More with Less".

—Troy Ayres, Chief Operations Officer, Investors Title Insurance Agency, Inc.

“The best thing about GreenFolders is having all of my information available in one place, and the ability to access and share information across our business. Since adopting the GreenFolders system we've seen a massive improvement in overall organization, information availability and accessibility. We all love it!”

—Boyd Anderson, The Staker Company

“GreenFolders has given me the tools necessary to help transition our company from the old paradigm of paper into the electronic era of building. In order for our company to thrive in the years to come, we must become comfortable with new technologies and their ability to increase our efficiency. GreenFolders has helped me immensly in keeping organized and with sharing information more effectively and efficiently. The simplicity of the software makes it easy to train new users and the forms help keep everyone up-to-date on current projects.”

—John Wheeler, Gough Homes

“GreenFolders has made us more efficient and and less paper-dependent, which saves us money. I also expect it to reduce fuel costs and drive time spent making trips to and from the office to retrieve documents, information, and so on.”

—John Wheeler, Gough Homes

“I have really enjoyed working with your product. It assists me greatly in my day to day operations. Technical support has also been great to work with and always responds to any questions I may have in a very timely manner.”

—John Wheeler, Gough Homes

"It is very useful, having GreenFolders has made my job easier. My favorite is being able to merge documents and publish them into GreenFolders. All the options GreenFolders offers you to help you create shortcuts are awesome."

- Orchid Vizcarra, Mid Valley Escrow

"GreenFolder's is an absolute must- I do not know what my office would do without it! The best part about GreenFolder's is that it works within Streamline so it pulls in information with a push of a button. You can scan non streamline documents into your GreenFolder file as well, and it's very easy to use. I highly recommend GreenFolders!!!!

- Loretta DiPuma, Mid Valley Escrow Corp

"One of the best things about GreenFolders is their customer service-it so amazing! The program is user-friendly and it is so easy to train a new employee on the program, it makes working in our files so much easier! GreenFolders has been a perfect fit for our busy title company and has become a partner in our success!"

- Roxanne Danielsen, Consumer's Title Company of Southern CA

"GreenFolders has made our life so much easier! No more tracking down paper files or pulling files from archives. We are much more efficient, saving both time and money. We love GreenFolders!"

- Christy Fratta, Maryland Title Works Unlimited, Inc. 

"Advantage Title Company has always prided itself for an emphasis on improving services through cutting edge technology. GreenFolders has proven to be an essential component in our array of technological advancements."

- Steve Potler, Advantage Title Company

"With our implementation of GreenFolders, we have transferred all of Advantage Title Company's operations into a completely customized and streamlined paperless system. GreenFolders has allowed us to benefit from significant advancements such as developing a more refined workflow, creating additional checks and balances, and enabling multiple office locations to work together seamlessly."

- Steve Potler, Advantage Title Company

GreenFolders has been awesome! Everyone from sales and implementation thru training and support has been very pleasant and very knowledgeable. Actually using GreenFolders has also been great - super intuitive and easy to figure out. When I couldn't figure a couple of things out, Support was right there to walk me through it! We are loving GreenFolders!

- Jonette Crabtree, First Capital Title Services, Inc

I love how efficiently this system is set up to run. It makes the escrow file a tamable beast by improving productivity, cutting down paper waste, and cutting out unnecessary steps. Overall this system gives you the freedom to conduct business in the most efficient manner possible. Did i mention it's efficient?

-Alex Hoyo, Escrow Concepts, Inc. 

WE LOVE GF!!! We starting using GreenFolders about six months ago. We are a small company, and we have been around since the 1940's so we were a little nervous to start something so new and different than what we are used to. It didn't take us long at all to get used to it. We recommend GreenFolders for any company, not only Title and Escrow. We can't imagine going back to hard files and folders. It has made our work so much faster and easier. 

-Lori Vest, Security Title of Davis County, Inc

GreenFolders has been a great tool for our Company, it has eliminated wasted time searching the office for lost or misplaced files because everything is right at your fingertips. GreenFolders has helped us to increase productivity, as well as save on the cost of paper and toner. 

-Brian Drew, Benchmark Title Insurance Agency

GreenFolders is the best software investment we have made relating to our practice! Prior to investing in GreenFolders, our office unsuccessfully tried to go paperless for last five (5) years. In fact, rather going paperless we ended up creating more work for our staff, looking for documents all over the place while still maintaining our old paper system. Now, GreenFolders has not only reduced our paperwork but has also increased out company's production. It is very user friendly and customizable. Their customer and technical support staff are OUTSTANDING. We only wish we'd known about GreenFolders sooner!

- Joshua Pompilus, OneBoston Title & Closing Services, P.C. 

 

 

 

Grow Your GreenFolders Knowledge

The GreenFolders Leaves of Knowledge articles are small segments of informational training tools to help you navigate more effectively and efficiently while using our product! Discover added highlights and hidden features within GreenFolders by enjoying the monthly series. To receive the Leaves of Knowledge via email, email pres-dl-marketing@firstam.com and sign up today!

Admin

LOK 02 - Creating Stamps and Custom Annotations

LOK 04 - My Settings

LOK 09 - My History/Folder History

LOK 13 - Assigning the Folder to No One

LOK 17 - Tasks, Templates and Task Lists

LOK 34 - The Power of Color

LOK 39 - Share, Print, and Export Advance Searches

LOK 45 - Auditing Tools

LOK 46 - Auditors, Accountants, and Attachments

LOK 47 - Auto-applied Indexing for Labels and Contacts

Attachments

LOK 02 - Creating Stamps and Custom Annotations

LOK 05 - Email, Save, Print, and Burn Annotations

LOK 06 - Inbox Tools

LOK 07 - Notes

LOK 08 - Detaching Folders/Attachments

LOK 10 - Merging Documents

LOK 12 - Stapler

LOK 14 - Using Labels

LOK 15 - Rotating

LOK 16 - Adding Documents to a Folder

LOK 19 - User Default View

LOK 21 - Linking

LOK 22 - Working with Annotations

LOK 23 - Moving Attachments and Pages

LOK 24 - Compressing Attachments

LOK 25 - Adding Attachments to Multiple folders

LOK 26 - Freeze/Unfreeze Folders and Attachments

LOK 28 - Using Recent Folders - Part 2

LOK 29 - Adding to Attachments via Thumbnail Pane

LOK 31 - Right Click, Your Best Friend for Options

LOK 32 - Creating Date and Time Stamps

LOK 33 - Find it Faster with Search

LOK 35 - Removing Annotations

LOK 36 - Viewing Thumbnails

LOK 37 - Redact to the Rescue!

LOK 40 - Sorting Attachments

LOK 41 - Flagging Pages in Documents

LOK 42 - Changing the Size of Viewing Panes

LOK 44 - Organize Notes by Color

LOK 46 - Auditors, Accountants, and Attachments

LOK 47 - Auto-applied Indexing for Labels and Contacts

LOK 48 - Creating "Exhibit A" Couldn't be Easier!

LOK 50 - Image Annotations

LOK 52 - Using the Snippet Annotation tool

LOK 53 - Creating Custom Annotation Stamps with Snippet

Folders

LOK 07 - Notes

LOK 08 - Detaching Folders/Attachments

LOK 09 - My History/Folder History

LOK 13 - Assigning the Folder to No One

LOK 16 - Adding Documents to a Folder

LOK 19 - User Default View

LOK 20 - Favorites Tab

LOK 21 - Linking

LOK 26 - Freeze/Unfreeze Folders and Attachments

LOK 30 - Renaming Folders

LOK 45 - Auditing Tools

General Knowledge

LOK 03 - User Auto Login Feature

LOK 04 - My Settings

LOK 06 - Inbox Tools

LOK 09 - My History/Folder History

LOK 11 - Email Notifications

LOK 27 - Using Recent Folders - Part 1

LOK 28 - Using Recent Folders - Part 2

LOK 34 - The Power of Color

LOK 37 - Redact to the Rescue

LOK 39 - Share, Print, and Export Advance Searches

LOK 43 - Reporting Basics - Building your Searches

LOK 44 - Organize notes by Using Color

LOK 45 - Auditing Tools

LOK 46 - Auditors, Accountants, and Attachments

Home Screen

LOK 01 - Adding Removing Columns

LOK 06 - Inbox Tools

LOK 07 - Notes, Notes, Notes

LOK 08 - Detaching Folders/Attachments

LOK 09 - My History/Folder History

LOK 10 - Merging Documents

LOK 13 - Assigning the Folder to No One

LOK 16 - Adding Documents to a Folder

LOK 18 - Save and Close Multiple Folders at Once

LOK 19 - Choose What YOU See First

LOK 20 - It's My Favorite

LOK 25 - Adding Attachments to Multiple folders

LOK 26 - Freeze/Unfreeze Folders and Attachments

LOK 27 - Using Recent Folders - Part 1

LOK 28 - Using Recent Folders - Part 2

LOK 30 - Renaming Folders

LOK 31 - Right Click, Your Best Friend for Options

LOK 34 - The Power of Color

LOK 38 - Expanding/Collapsing Search Results

LOK 39 - Share, Print, and Export Advance Searches

LOK 43 - Reporting Basics - Building Your Searches

LOK 44 - Organize Notes by Using Color

LOK 49 - Copying Columns

LOK 51 - Changing the Due Date on Multiple Tasks

LOK 54 - Make Note of it with the Notepad on Home Screen

Links

LOK 21 - Linking

Notes

LOK 07 - Notes

LOK 21 - Linking

LOK 31 - Right Click, Your Best Friend for Options

LOK 33 - Find it Faster with Search

LOK 44 - Organize Notes by Using Color

Tasks

LOK 07 - Notes

LOK 11 - Email Notifications

LOK 17 - Tasks, Templates, and Task Lists

LOK 21 - Linking

LOK 31 - Right Click, Your Best Friend for Options

LOK 33 - Find it Faster with Search

LOK 34 - The Power of Color

LOK 39 - Share, Print, and Export Advance Searches

LOK 42 - Changing the Size of Viewing Panes

LOK 44 - Organize Notes by Using Color

LOK 51 - Changing the Due Date on Multiple Tasks

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