Adding Office Locations

Locations in Paperless Pipeline typically represent the various offices of an agency or brokerage. However, since many user permissions are specific to a Location, Locations may also be used to segment permissions (e.g., as a repository for confidential docs, to support special team structures, etc). Follow these instructions to add a new Location to your account.

Open the Manage Locations screen

Access the Manage Locations area by:

1. Click [ADMIN/SETTINGS] to access the Admin page.

2. Click [MANAGE LOCATIONS] on the left menu.

Open the Manage Locations screen

Add a new Location

1. To add a new Location, click [ADD LOCATION].

Add a new Location

Name the Location

1. Enter the Location Name. 

2. Click [ADD LOCATION].

Name the Location

Your new Location will appear in the list of Locations.

That's it! You're done.