Hand off closed transactions to agents and others without waiting for monthly backups.
Watch this 40-second video to learn how to download individual transactions
1. Go to the Transaction you’d like to download and click [DOWNLOAD TRANSACTION] from the left menu.
2. Confirm the download.
3. You’ll receive an email with a link to your download within a few minutes.
4. Click the link to complete the download of your transaction.
Note: This feature is only available to users that have the “can download backup” permission . The backup contains all data belonging to the transaction. So if they want to hand this off to an agent, they should remove appropriate files from the zipped backup first.
In addition to being able to download individual transactions, monthly backups are included in your Paperless Pipeline plan and are automatically generated each month. Learn about Monthly Backups >>