Whats New in GreenFolders

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. 

 

 

 

 

Some Highlighted Enhancements:

 

Highlights from 3.6:

Folder

folder.pngThe new favorites tab is shown on the home screen and displays all of the folders you have marked as a favorite. Simply select a folder you want to be a favorite and it is added to the favorites tab. Now you can "keep an eye on it" with my favorites.


Attachments

Attachment-linking.pngThe ability to add an attachment to a folder right on your Home Screen. Simply drag and drop the attachment(s) to the folder or folders selected and then assign them to the attachment type, label, etc. It's that easy.


WorkFlow Rules

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Now you can setup rules to perform specific actions automatically. You can create tasks, reassign a folder, and more based on a predefined rule. By setting up rules and actions within configuration you will enjoy the increases efficiency. 


Highlights from 3.5.3:

Folder

folder.png Quicker access to the screen you use most. With V3.5.3 you can define what form and/or tab you would like to set as your default screen, so  you’ll have instant access to that screen when opening a Folder. 


Attachments

Attachment-linking.pngSometimes information in one Folder relates to one or more other Folders. With v 3.5.3 you have the ability to link Folders, notes, tasks, attachments and messages to one another. Relating and locating your data has never been so convenient. 


Task Enhancements

Tasks.pngRemembering what tasks need to be completed with each folder type can be challenging. v3.5.3 allows you to define a set list of tasks that can be added to the Folder simultaneously.  Just a few steps and all the applicable tasks are added to the Folder. 


Messaging 

messaging.jpgImprove communication by including a message when assigning a Folder.  When assigning a Folder in v 3.5.3 you will have the option to create a message that will appear then the assignee opens the Folder. 


Highlights from 3.4.4:

Attachments

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Zip/compress any type of document together for easy email and saving! Compress your documents using Zip! Archiving and Emailing the documents just got smaller! After selecting the documents to compress, right mouse click to view the new feature "Compress". Choose to "Archive", GreenFolders creates a zip file and provides the ability to place the zip back in to the folder or save it to your desktop. Choose "Archive and Email", GreenFolders creates a zip file and automatically attaches the zip file to your email. ONE MORE EASY WAY! Choose "Share" and find a checkbox to Zip and email too! (this way will permit you to include your annotations!)


StreamLine Users

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When you select the "Images" button (click on the green folder icon), a folder/file is created once again.



 

Highlights from 3.4.2:

Advanced Email

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We added another "right mouse click" to the page level. Use a right mouse click to send a single page of the document to messaging. Choose right mouse click and "Send To" a New Message.



Folder

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Quickly assign folders to those users that have permissions to the specific folder type. Now you will only see a list of users that have permissions to the specific folder type in which you are assigning the folder. (ex. Susie does not have permission to see the XYZ branch office folders, Susie's name will not appear in the "assign to" list for folders.)



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Get more detailed information about a saved search! A tool tip has been added to advanced searches. Now when you hover over the Saved Search on the left in Advanced Search, you can identify who created the search and the folder type in which the search originated from.



Attachments

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Now you have the ability to add a document to Greenfolders without a size restriction!



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We added another "right mouse click" to the page level. Use a right mouse click to send a single page of the document to messaging. Choose right mouse click and "Send To" a New Message.

 

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Now "Share" or email TIF images with Annotations



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Now you can merge Editable PDFs! If the PDF you are working on has fields that are editable, now you can merge those too!



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We've upgraded to the latest version of Tall PDF!

 

Task Enhancements

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What we've all been waiting for! Now a task can auto populate within a folder if specified in the task template. Set certain tasks to auto populate within the folder once the folder has been opened. This feature is set in Configuration, under Task Templates.

 

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Quickly assign tasks to those users that have permissions to the specific folder type. Now you will only see a list of users that have permissions to the specific folder type or task in which you are assigning the task from. (ex. Susie does not have permission to see the XYZ branch office folders, Susie's name will not appear in the "assign to" list for tasks.)

 

 

Highlights from 3.2.1:

Recent Folders List

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Getting attachments into Greenfolders is now easier, with the ability to select recent folders when adding attachments. Instead of having to type in the folder name when adding attachments, simply select the folder from a drop down list of recently opened folders.



Save All / Close All

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You're now able to save or close all your folders with a simple click of the mouse.
Simply right click on any open folder tab and select from the menu. (i.e. save all, close all..)

 

Task Enhancements

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Task templates allow you to include additional information. Now you can select who to assign the task to, the status and priority of the task and also set a due date X amount of days from the time the task is created.

 

Email Notification Settings

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Greenfolders can now send more detailed information inside of the Notification Emails. The email notifications can now be modified on a per Folder Type level giving you the power to include much more detailed information inside of the email subject or body.


 

Highlights from 3.1.0:

Folder Level Security

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Keep your information secure at a Folder Level inside of Greenfolders. Now you can decide who you want to view your folder as well as who you want to make changes to the folder. Make changes on the fly or at a global level.


Attachment List sorting

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You now have the power to organize your attachments by more than just Attachment Type. You can sort by Attachment Created Date, File Type, File Name or Custom. You can also add additional columns to the Attachment List allowing you to see the Attachment Name as well as Attachment Created Date, Attachment Size, Attachment Type, Attachment File Type and more.



Advanced Email

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Greenfolders now brings you the ability to create Non Secured Messages as well as Secured Messages and send Greenfolders content to your customers at the simple push of a button. You can create Templates to automatically add attachments, populate body and subject content, and even populate who to send the message to based on information from within the Folder in Greenfolders.

 

Datagrid Settings

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Greenfolders now saves layout configuration on the server instead of saving this information to the local computer. This gives you the ability to access the same look & feel from any computer you use to log into Greenfolders.
You can also now copy datagrid settings from one saved search to another. Once you create one tab and modify the column headers to your liking, you can now simply 'apply' those column headers to another saved search or 'tab' on your home screen by the simple click of a button.

Added Colors for Status

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Greenfolders now allows you to specify colors for Status instead of just for Priorities. Users can also specify whether they want to view the Status / Priority color as the background color or the text color.



New Field Types

Two new field types have been added:

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Rich Text Field - Create a new field on your form which will give you the full power of a Rich Text Box. Allow the users to change the Font Style, Font Color, Font Size, Alignment and much more right inside of the text box. Great for a notes or comment field.

 

 

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Table Field - A very powerful spread sheet type field. Setup custom column headers, row size, and field types inside of the Table. Tables can be setup to allow for user input or to be a list of fixed prefilled information fields. Great for a checklist or for a Customer Directory type field.


Task Enhancements

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We have now included a 'Turn Around Time' for all tasks. Now you have the ability to view how long each task took to complete, from Created Date to the date it was checked as Completed.

 

User default Settings

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Ever wanted your text box annotation to have Green Text instead of the standard red? Ever wanted to have the Sticky Note background be Blue instead of Yellow. Now you can set all of your annotation controls defaults to be custom to how you would like them. Simple change the default settings and then each time you go to create a new annotation Greenfolders will use your default settings custom created by you.


 

Highlights from 3.1.0:

Splash Screen / Auto Login

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Once you save your Greenfolders login information, you can select to no longer view the Greenfolders login screen. Instead, simply launching the Greenfolders application will take you straight into the application without the need to login.


Folder Import Tool

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This new tool allows users to create / update multiple Greenfolders folders using an Excel style spreadsheet. This tool is great for users that have a separate production system that does not link to Greenfolders, yet you want to be able to sync the information into Greenfolders. By simply generating an Excel Style spreadsheet, you can map the spreadsheet information to Greenfolders Field Information and simply create / update Greenfolders Folders based on the spreadsheet.




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