Leaves of Knowledge

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

gfsupport@GreenFolders.com  |  801-747-2132