Green File relies on an index represented as a hierarchical tree structure familiar to all users of Microsoft Windows®. This provides both an intuitive feel and secure, logical access.

The index provides the organizational structure for the information by grouping logically related information together. The index groups the stored documents for each primary contact (client, member, etc.), to facilitate easy selection, storage, and retrieval.

Within the database, you can have up to 4 levels to categorize the information to be stored. The first level is referred to as the File Cabinet; these File Cabinets are named descriptively to ease organization and facilitate lookup (“Pension & Benefits” in the example.)

You can create an unlimited number of File Cabinets. Commonly used File Cabinet names include Members, Personnel, Suppliers, Marketing, Training, and Administration. Green File security is maintained at the cabinet level. The permissions of the individual user and which cabinet(s) are visible or accessible, are determined at logon.

Below the File Cabinet, there are primary, secondary and tertiary keys available. When a member is queried, the filing tree is displayed and only branches relating to the search are displayed.

In order to maximize ease of use, Green File can display the index in three formats; The hierarchical Tree Format (as shown above), a Thumbnail View Format (below left), or a simple text list (below right). Users are able to select any view as their default depending on their personal preference.