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.

Navigate to Manage Locations

1. Click your name in the upper right corner then "Admin / Settings".

2. Click [Manage Locations] on the left menu.

Open the Manage Locations screen

Add a new Location

1. Click [Add Location].

2. Enter the Location Name. 

3. Click [Add Location]. Your new Location will now appear in the list of Locations.

Name the Location