Enter PNE Name, Paperless Nation Engineer Training Enter PNE Name, Paperless Nation Engineer © YellowFolder, LLC, All Rights Reserved.

© YellowFolder, LLC, All Rights Reserved. Table of Contents Dashboard 3 Multiple Files from Same Subfolder 19 Searching for Documents 5 Multiple Files from Different Subfolders 20 Viewing documents 10 Files from a Name Only Search 23 Advanced Search 12 File Tree 24 Searching Archived Documents 14 Moving Documents 25 Sharing Documents 15 Choosing Private or Public 16 Public Single File 17 © YellowFolder, LLC, All Rights Reserved.

© YellowFolder, LLC, All Rights Reserved. Dashboard Click on the Lock to go back to Dashboard from any screen Takes you to screen with download information Takes you to the downloadable tools Bookmarks Recent Downloads © YellowFolder, LLC, All Rights Reserved.

© YellowFolder, LLC, All Rights Reserved. Dashboard Personal Monthly Uploads Information Required Verification Required In-Processing and Completed Saved Searches Checked Out Documents Shared Documents © YellowFolder, LLC, All Rights Reserved.

Searching for Documents Minimum Requirements to Search Records Operating System: Microsoft Windows 7, 8, 10 and Mac OS Browser: Chrome (best for YF), Firefox, and Safari *Please note: Internet Explorer can be used, but HIGHLY NOT RECOMMENDED. Resolution: 1024x768 pixels Adobe Reader, Adobe Standard or Adobe Professional (only for download and view) © YellowFolder, LLC, All Rights Reserved.

Searching for Documents Click Search Records To begin searching records, choose the Search Records tab at the top right hand side of your dashboard. Keep in mind, YellowFolder goes through a detailed process of checks and balances to test your records to ensure they are in the appropriate folder and student/staff record, including having staff from your district review these records for accuracy. However, at this time we are still going through this process, therefore you may see documents out of place. There is nothing to worry about at this phase, we make it really simple to take care of these type issues. All you have to do is contact our Support and they will fix it very quickly. I challenge you during this training if you find a document out of place to contact support and see how awesome and fast they are at fixing it. © YellowFolder, LLC, All Rights Reserved.

Searching for Documents You will now see the main search Application Screen for your school system: © YellowFolder, LLC, All Rights Reserved.

Searching for Documents Search bar = best and quickest method to search and locate documents… (works like a google search) Search button Advanced Search Can click on grey arrows to open up each individual folder until you find the folder/ file for which you are looking. This is the long and NOT recommended method. © YellowFolder, LLC, All Rights Reserved.

Searching for Documents Same process: Simply type identifiers such as last name, first name and file name or ID# and file name, then click search button © YellowFolder, LLC, All Rights Reserved.

Searching for Documents Viewing a Document Click on “View” to view the document Click on file name to view document Can bookmark a document Click on the download button to begin the download process © YellowFolder, LLC, All Rights Reserved.

Searching for Documents Viewing a document Type identifier into search bar to find information within a pdf document without having to download the document Click here to download after document is in the pdf viewer © YellowFolder, LLC, All Rights Reserved.

Searching for Documents Advanced Search For an advanced search, choose “Advanced Search” Can save searches Choose desired information from the criteria tabs Can complete an advanced search by typing extra information into contents, properties, or attributes areas Enter information in chosen criteria tabs and click on submit button © YellowFolder, LLC, All Rights Reserved.

Searching for Documents Advanced Search Results: File found from using advanced search criteria tabs © YellowFolder, LLC, All Rights Reserved.

Searching for Documents Archived documents Click here to download after document is in the pdf viewer so that you can use the Control+F method to search the box level pdf Type identifier into search bar to find information within a box level pdf document without having to download the document © YellowFolder, LLC, All Rights Reserved.

© YellowFolder, LLC, All Rights Reserved. Sharing Documents File Selection © YellowFolder, LLC, All Rights Reserved.

© YellowFolder, LLC, All Rights Reserved. Sharing Documents Choose to share privately or publicly © YellowFolder, LLC, All Rights Reserved.

© YellowFolder, LLC, All Rights Reserved. Sharing Documents Sharing a Single Document via a Public Link Expiration Date Sent button Check to allow Downloads Next © YellowFolder, LLC, All Rights Reserved.

© YellowFolder, LLC, All Rights Reserved. Sharing Documents Sharing a Single Document via a Public Link © YellowFolder, LLC, All Rights Reserved.

Sharing Multiple Documents Files from within the same subfolder: Choose the desired files Click on “Share Document” button © YellowFolder, LLC, All Rights Reserved.

Sharing Multiple Documents Files from different subfolders: 1) Bookmark all desired files within different subfolders for the same person 2) Click the Yellow Lock to return to Dashboard after bookmarking desired files to access them faster © YellowFolder, LLC, All Rights Reserved.

Sharing Multiple Documents Files from different subfolders: 3) Go to Choose “View All” under the Bookmarks section © YellowFolder, LLC, All Rights Reserved.

Sharing Multiple Documents Files from different subfolders: 5) Click “Share Document” button and follow same process as sharing a single document 4) Select files to be shared © YellowFolder, LLC, All Rights Reserved.

Sharing Multiple Documents Files from a Name only search: Search for a specific name through an Advanced Search Check the desired files Click on the “Share Document” button © YellowFolder, LLC, All Rights Reserved.

Folders within the file tree Folders within the file tree generally work the same way in both systems Current system – All students have all folders and subfolders within the file structure, even when there is no document in a folder YF Bright – only shows folders and subfolders within the file structure if a document is in the folder © YellowFolder, LLC, All Rights Reserved.

© YellowFolder, LLC, All Rights Reserved. Moving Documents Current system: You must call or email support to have a document moved Choose file to be moved Click on the “Edit Document Metadata” button © YellowFolder, LLC, All Rights Reserved.

© YellowFolder, LLC, All Rights Reserved. Moving Documents 1) Click on the drop down arrow for the Document Type 3) Click on the “Update” button to complete the moving of the document to the desired location 2) Select the folder to which document needs to be moved © YellowFolder, LLC, All Rights Reserved.