Company Settings

SUMMARY 
This page contains global settings for your Paperless Pipeline account. Only master admins may view and edit this page.

Allow Only PDFs

You can restrict document uploads to PDF docs. PDFs can be rotated, merged, and broken apart right inside Pipeline, saving your agents and admins lots of time. If you allow all document types, non-PDF documents will have these functions disabled. 

To maximize your agents' and admins' efficiency with Paperless Pipeline, we recommend enabling this feature.

Enable Entered Docs

The "Entered Docs" feature allows admins to keep track of documents that have been entered into an accounting system or any other external system that's part of your transaction management workflow.

If you enable the Entered Docs feature, an [Entered] checkbox will be shown on transaction documents. You can then mark documents as [Entered] after you have added them into your accounting system such as Quickbooks or Lonewolf.

Learn more about Entered Docs here →

Prevent Duplicate Documents

When this feature is turned on, Pipeline prevents your agents' from uploading duplicate documents into the same transaction or the same unassigned document location. 

Admins can still upload duplicate docs.

When checking for duplicates, Pipeline compares the content of docs (vs just the doc names). So adding docs with identical content to an existing doc will be disallowed if this option is checked.

Email Agents Expiring & Closing Transaction Reminders

Turning this on will automatically email your agents 5 days before a listing expires or a transaction closes.

Email Agents When Admin Comments on Docs

Turning this on will automatically email agents whenever an admin comments on their documents.

Email Monthly Production Summary to Agents

Check this box if you want Pipeline to send a monthly email to each agent with their prior month's and year-to-date production figures such as sales volume and commissions.

Agents can opt out of receiving the reports by unchecking [Receive monthly production summary by email] on their Personal Profile page.

Learn more about the Monthly Production Summary here →

Enable New Offer

Check this option to enable the ability to duplicate existing transactions through the [New Offer] option of a transaction.

Learn more about New Offers here →

Enable Auto-expiration of Listings

Check this if you need Pipeline to automatically expire transactions in the listing status if they haven't been changed to pending or another status by their expiration date. When Pipeline automatically expires such transactions it will change their status to the Expired/Withdrawn status and will remove the expiration date.

Learn more about expiration date options here →

Allow Agents to Change Transaction Status to Closed, Terminated, and Expired

Uncheck this box if you only want office admins to close and terminate transactions.

When this box is not checked, agents with the permission to change transaction status will not be able to change transactions to Closed, Terminated or Expired. Learn more about this option here →

When this box is checked, agents with the permission to change transaction status will be able to change transactions to all statuses including Closed, Terminated, and Expired.

Only Include Completed Transactions in Monthly Backups

Check this box to include only Closed, Fell Through, and Expired transactions in your company's monthly backups.

Learn more about what's included in monthly backups →

Transaction Naming Instructions

Add transaction naming instructions to this field to be shown to agents and admins when they are creating or editing a transaction. Leave empty to use Pipeline's default instructions.

Pre-filled Default Value for "More Info" Field of Transaction

You may specify company-wide default/placeholder information to be automatically inserted into the More Info field of all new transactions.

Learn more about setting default values for the More Info field →

Pre-filled Default Value for "Admin Info" Field of Transaction

You may specify company-wide default/placeholder information to be automatically inserted into the Admin Info field of all new transactions. Information contained in the Admin Info field will only be visible to admins who can view the transaction.

Use Start Dates of Agents to Determine Fiscal Years for Year-to-date Calculations

This option is only available on accounts that have the Reporting Module turned on. Check this box if you want Pipeline to use your agents' start dates in YTD calculations. If an agent does not have a start date defined, the calendar year will be used in that agent's YTD calculations. 

Uncheck this box to use calendar years in YTD calculations.

New User Welcome Email Subject

Enter a custom subject line for your company's welcome email. The subject will be used whenever a user is sent a welcome email.

New User Welcome Email Message

Enter a custom message for your company's welcome email. The user's login information will automatically be appended below your message. The message will be used whenever a user is sent a welcome email.