Locations in Paperless Pipeline typically represent the various offices of an agency or brokerage. 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.
Adding Office Locations
To add or edit an office location in Paperless Pipeline:
- Click your name in the upper right corner then "Admin / Settings".
- Click [Manage Locations] on the left menu.
- Click [Add Location] to add a new office. Alternatively, edit an existing office location by clicking the [gear] next to the desired location and selecting "Edit Location".
- Enter a Location Name.
- Click [Add Location]. Your new Location will now appear in the list of Locations.