How It Works

GreenFolders is dedicated to providing you with world class support.  If you have questions or need help with GreenFolders simply email us at 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. 




GreenFolders Works the Way You Work

GreenFolders office management system was designed to empower you to do everything you do in your business today, just more effectively and efficiently.

With GreenFolders, you’ll find that you and your staff can be more effective because of the highly collaborative tools that are built right into the system. Though GreenFolders is much more than a set of features—you really must see the system to get an idea of what a powerful tool it is—here’s a brief summary of some of the important things it can do for your company.

GreenFolders Office Desk

Manage Your Business

  • Integrate your systems, people, files, and communications into a seamless electronic operation
  • Real-time reporting on the status of every client, file and task in your entire business, whether you’re in the office, at home, or on the road.
  • Use custom filters to view information specific to users, file status, or other criteria.
  • Annotate documents to share information across users, offices, or even external customers.
  • Freeze completed folders or documents to make them read-only.
  • Automatically capture detailed activity logs at the document, folder, user, and system level—these logs are fully searchable for a complete audit trail of every action performed on every file in the system.
  • Manage fully native multi-user folder access.

Create Electronic File Folders

  • Generate new folders as needed to accommodate new clients, cases and customers.
  • New folders can start out empty or pre-filled with standard documents or data, and grow as needed to include a virtually infinite array of documents and document types.
  • Folders can be automatically linked with data in your legacy data production system, if necessary.
  • Create multiple categories of folders to manage every aspect of your business – from your production files to human resources.
  • Structure your files the way you work with customized divider labels and attachment types.

Add and Organize Documents

  • Any electronic document goes into your GreenFolders folders: MS Office documents (Word, Excel, PowerPoint, etc.), database information, image files, website captures, e-mail messages, e-mail attachments, PDF documents, audio files, and much more.
  • Drag and drop any file, e-mail, or e-mail attachment directly into the folder.
  • Print ANY document, website, or e-mail directly into a folder.
  • Scan documents into a holding queue or directly into the folders you create.
  • Save Microsoft Office files directly into GreenFolders.

Manage Documents

  • Mark-up and annotate documents including highlighting, redlining, “digital sticky notes” and even your own custom stamps.
  • Collaborate and share documents and annotations and even track who makes which marks.
  • Manipulate documents by re-ordering and replacing pages, merging multiple documents into one, and moving pages between documents.
  • Redact information to protect privacy or identity, when required.
  • Print, share, e-mail or securely transmit documents or even individual pages from documents with or without annotations and redactions.

Task Management

  • Create and assign folder-based templates or ad hoc tasks to users or groups.
  • Personal notifications via e-mail or SMS Text  on everything from tasks to file changes to task completion.
  • Track the progress of folders as they move through different stages of your workflow.
  • Set deadlines on tasks or folders that stay with the folder and can be tracked and managed.
  • Personalized list of tasks, work queues, and checklists for one folder or many folders.
  • Pre-define task templates for oft-repeated task creation.

Assign Resources

  • Assign folders to users or groups of users.
  • Create user-specific tasks with deadlines for follow-up.
  • Track tasks and folders through the entire process that you define.
  • Always know who has the folder, what's been done with it, and what its current status is.
  • Notifications automatically alert the user on any of the items that are of interest to them.

Customize the System

  • Organize your folder contents with "label dividers" that you customize to suit your business needs.
  • Build your own annotation tool palette to annotate and mark up documents (including “virtual rubber stamps”).
  • Organize your virtual desktop with automatic file sorters to accommodate your own style of working.
  • Create custom views, sort orders, and priorities to keep your work organized.

GreenFolders Communicator

Communicate Securely

  • Use GreenFolders Communicator to safely transmit documents or messages containing private customer information to customers and trusted partners.
  • Customers retrieve their messages through the secure SendSide communication portal.
  • Create template-based communication packages that deliver multi-part messages that can be customized for maximum impact.
  • Dynamically integrate folder contents such as documents and tasks with your messages.
  • Ensure compliance with the Sarbanes-Oxley Act, the Gramm–Leach–Bliley Act, and state e-mail privacy laws.

These are just the basics; GreenFolders has other capabilities that you’ll discover as you use the system.

We can show you lots more ways the system can work for you. Simply fill out the form on the left-hand side of this page and we’ll contact you to set up a demonstration of the GreenFolders office management system and how it can help you improve your business.

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