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.
Navigate to Manage Locations
- Click your name in the upper right corner then "Admin / Settings".
- Click [Manage Locations] on the left menu.
Add a new Location
- Click [Add Location].
- Enter the Location Name.
- Click [Add Location]. Your new Location will now appear in the list of Locations.