FAQ's

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. 

 

 

 

Questions

  1. I just opened Greenfolders, where did all my Folder Tabs go?
  2. My user is locked out, how do I reset the user to log back in?
  3. I am not receiving any emails to notify me that a folder has been assigned to me...WHY?
  4. How Do I Get GreenFolders To Notify Me With Text Messages?
  5. How do I make an annotation with resizable text?
  6. How do I change an attachments type?
  7. What do I need to backup on my Greenfolders Server to prevent data loss?
  8. How much storage space does the Greenfolders Server need?

Answers

Question: I just opened Greenfolders, where did all my Folder Tabs go?

Answer  Greenfolders allows you to customize the Folder Tabs you are used to seeing. They can be found under the Advanced Search button. We now give you the ability to show these tabs, as well as customize the results you see within each tab.

Question: My user is locked out, how do I reset the user to log back in?

Answer  To reset them, you will need to login as the Admin user through the Greenfolders Configuration menu. In the Configuration menu, click on Users, and you should see that next to the user's name that is locked out, it will say "Locked Out". If you double click the user name, there should be a button in the top of the window next to the User Name that says "Unlock User", click the button and now the user should be able to log in again. If you forgot that user's password, you can also click on reset password here to change the password.

Question: I am not receiving any emails to notify me that a folder has been assigned to me...WHY?

Answer  You must first configure an SMTP server that GreenFolders can use to send emails. If you are unsure of your SMTP server settings contact your network administrator. Also note that some SMTP server will block messages received from GreenFolders because they are not set up to allow relay, make sure that your SMTP server will relay the messages received from the GreenFolders server

Question: How Do I Get GreenFolders To Notify Me With Text Messages?

Answer  The text messaging service through GreenFolders uses the Email Server to send the text messages. First you have to set up the email server through GreenFolders (inside the configuration screen - click on settings). Then, you can add in a phone number and service provider under your USER settings in Configuration.
Once you have those two things configured, you can select which notifications you would like to receive in the My Settings button (in the main menu) under the Notification Tab

Question: How do I make an annotation with resizable text?

Answer  You must use the "Stamp" annotation tool. On the custom annotation configuration screen it is the tool that has a stamp icon. Custom annotations of this type will have resizable text.

Question: How do I change an attachments type?

Answer  There are two ways.
  1. Make sure the folder is in edit mode and drag the attachment to the group of the type you want it to be.
  2. Select the attachment and click the "Edit" button above the attachment viewer. This will allow you to change the properties of the attachment directly.

Question: What do I need to backup on my Greenfolders Server to prevent data loss?

Answer  We allow each customer to fine tune how they would like to backup their Greenfolders data. There are basically 2 things that you need to make sure are backed up:
  1. All Greenfolders databases (default path is: C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\DATA depending on which version of SQL Server)
  2. All Greenfolders file storage locations, (default path is C:\Program Files\GreenFolders Server\DefaultFileStore)
You are able to modify both of these locations through the Greenfolders Configuration menu.

Question: How much storage space does the Greenfolders Server need?

Answer  That question is a hard one to answer, because it depends greatly on what types of files are stored in Greenfolders, and how many files are attached to each folder. We have found that a good place to start estimating how much storage space is required, would be to consider each attachment you add into your folders would be 500kb or .5mb. Based on this simple estimate you can use the following math to help
-------------------
100 folders created
10 attachments per folder
.5 mb per attachment
=
500 mb of total storage, or 1/2 a gb
------------------
Again, the numbers above are just to estimate the storage required, these numbers can change based on the size and number of attachments stored in each folder.

Support: gfsupport@Greenfolders.com  |  801-747-2132  |  Follow Us on Facebook  Follow Us on Twitter