GreenFolders was designed specifically to empower businesses to operate entirely without paper, but still to complete every task or job function that people do today. If you can do it with paper, you can do it with GreenFolders … just more efficiently.
Create Folders
- Create new folders as needed to accommodate new clients, cases and customers
- Folders can be automatically linked with data in your legacy data production system
- Folders grow as necessary, and can include a virtually infinite array of documents and document types
- Assign categories to your folders based on classification you define
Add and Organize Documents
- Upload documents into the folders you create, in a number of different ways
- Most commonly used documents go 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
- Print any document directly into a folder
- Drag and drop most commonly used document types directly into a folder
- Organize the documents in your folder with divider labels
Manage Documents
- Collaborate and comment on individual pages, including "digital sticky notes"
- Manipulate documents by re-ordering and replacing pages, merging documents, move pages between documents-everything you currently do with a file of paper documents
- Print, share or e-mail documents or even individual pages from documents with or without annotations
- Redact information to protect privacy or identity, when required
Track Tasks
- Create and assign folder-based tasks to users or groups
- Track the progress of folders as they move through different stages of completion
- Set deadlines that stay with the folder and can be tracked and managed
- Create "triggers" to automatically advance your folder status
- "Freeze" folders when completed to prevent further changes
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
Manage Production
- Track the status of every folder and every task in your entire production pipeline
- Create and search folder-specific notes
- Freeze folders or documents to make them read-only
- Create custom filters to see folders specific to users, status, or other criteria
- 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
Customize the System
- Organize your folder contents with custom "label dividers"
- Build your own annotation tool palette to annotate and mark up documents
- 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
There are many other capabilities of GreenFolders that you should try for yourself. If you request a demo, we'll show you lots more ways the system can work for you. We also have information about industry-specific solutions which can give you a jump start in enabling GreenFolders to empower your staff to do their work without paper.
