Sending Welcome Emails to Users

Once you are ready for your agents and staff to start using Paperless Pipeline, you can send them a welcome email (containing their login credentials) right from the system. This article will show you how to customize and send this email.

How to welcome your users to their new Pipeline account

There are two ways to welcome new users to the system: Collectively and Individually. This article will outline both approaches so you can choose which option works best for your company.

Collectively Welcoming Users

The welcome email contains an agent’s login credentials. When they first sign in, the system will prompt for a password change.

1. Click [ADMIN/SETTINGS] to access the Admin page.

2. Click [MANAGE USERS] from the left menu.

3. Click "Send Welcomes" then acknowledge the warning. The warning will confirm resetting the passwords and send welcome emails to users who haven't logged in yet.

Collectively Welcoming Users

As you add more users, you can repeat the process. The system will only send the welcome emails to users who have not signed in yet.

Individually Welcoming Users

You may send welcome emails one agent at a time to control the on-boarding of agents at your preferred pace. Here’s how:

1. Click [ADMIN/SETTINGS] to access the Admin page.

2. Click [MANAGE USERS] from the left menu.

3. Click the [GEAR] icon next to the user that you want to send a welcome email to.

4. Select ‘Reset Password’.

Individually Welcoming Users

5. Confirm by clicking [SEND WELCOME EMAIL]. The person will receive a welcome email with instructions on how to login and setup their own password.

Learn more about adding users to Paperless Pipeline here: Add a User >>