Popular Articles

  1. Request Signatures via DocuSign

    Last Updated: 09/10/2023 in Guides By Topic Integrations DocuSign

  2. Manage Transactions

    Last Updated: 04/05/2024 in Guides By Topic Transactions

  3. Receive Monthly Production Summary by Email

    Last Updated: 04/05/2024 in Guides By Topic Commission Module Financial Reporting Financial Reporting for Agents
    SUMMARY Agents can receive monthly production reports containing their year-to-date and previous month's production numbers, including sales volumes and commissions. Short version: To turn on the company-wide setting to allow the reports to...

  4. Paperless Pipeline API Through Zapier

    Last Updated: 04/05/2024 in Guides By Topic Integrations
    SUMMARY   Learn about Paperless Pipeline's API through Zapier.  Introduction You can connect Paperless Pipeline to your Zapier account to automate sending information from Paperless Pipeline to other applications. Once your ...

  5. Manage Checklist Templates

    Last Updated: 09/10/2023 in Guides By Topic Checklists & Tasks
    SUMMARY Learn how to add, edit, copy, download, and delete Checklist Templates.  IN THIS ARTICLE Introduction Who Can Do This? Add a Checklist Template 🎥 Basic Info Locations Checklist Name Automatically Apply to Tran...

  6. Create & Manage Reusable Message Templates

    Last Updated: 02/13/2024 in Guides By Topic Messaging
    SUMMARY Learn how to create and manage reusable Message Templates . IN THIS ARTICLE Introduction Video 🎥 Who Can Do This? How To Create a Message Template When Sending a Message Manage Message Templates Outside of Transact...

  7. PDF Docs Contain Jumbled or Scrambled Letters

    Last Updated: 04/05/2024 in Guides FAQ & Troubleshooting Docs
    SUMMARY Problem:  PDF documents display jumbled or scrambled letters. Cause:  Those docs contain non-standard fonts that can not be reliably read or processed. Solution:  Re-scan and re-upload the doc to Pipeline. PROBLEM Afte...

  8. Search, Sort, and Download

    Last Updated: 04/03/2024 in Guides By Topic Searching & Reporting
    SUMMARY Utilize the search options outlined in this article to quickly drill down to the transactions, tasks, and docs you need to work on. IN THIS ARTICLE Introduction Who Can Do This? How To Search Transactions Search Active T...

  9. Manage Commissions

    Last Updated: 04/05/2024 in Guides By Topic Commission Module Manage Commissions
    SUMMARY  The Manage Commission disbursement authorization page serves two purposes: 1. It allows you to generate a PDF that contains instructions to the closer on how transaction commissions should be disbursed. 2. The numbers you enter on ...

  10.  Viewing History of Reviewed Docs for Compliance

    Last Updated: 04/05/2024 in Guides Ways to Use Pipeline Docs
    SUMMARY Paperless Pipeline helps you stay compliant by keeping a time and date log of every document you review. IN THIS ARTICLE How to View History of Reviewed Docs for Compliance Download Transaction History 1:27 How to...