Reviewing Documents

The reviewed checkbox is used to ensure all documents have been independently reviewed for accuracy and completeness by your staff. In this article, you'll learn how to review documents within Paperless Pipeline.

Watch this 80-second video to learn how to review documents:

Unreviewed Page

The Unreviewed page allows staff to quickly see a list of all unreviewed documents across all transactions that require their attention. The number above the page shows how many documents need to be reviewed.

Unreviewed Page


Helpful hints for viewing documents

Filter documents

You can also filter documents by location or transaction status by choosing [FILTER].

Filtering docs allows a broker to prioritize the documents to review. The broker can save a filter to access later with just a single click by following the steps outlined here: Saving Custom Searches & Sorts >>

Filter documents

Doc comments

Doc comments are used for internal notes and informal communication on a specific document. Admin and staff users can comment on any document, as well as edit or delete a comment.

If the comment bubble is blue, it means there is a comment on the document. You can also view all doc comments by choosing [SHOW COMMENTS].

Doc comments

View the document's transaction

Click on the transaction name to open a new window. This allows you to view the transaction and documents side-by-side to determine whether the document can be marked as reviewed.

View the document's transaction

Review the document for accuracy

When you've verified that everything in the document is correct and complete, you can mark the doc as reviewed. This is typically done by the principal broker or another admin user.

After the document is marked as reviewed, it will be removed from the Unreviewed page.

You can always track who reviewed the document (and other important actions) in the transaction's Transaction History.

Review the document for accuracy