Upload a Doc

This article explains how you can upload docs:

• Manually
• By dragging and dropping
• Via email (maildrop)
• Directly into a transaction

Docs may be uploaded to a general holding area called Unassigned Docs from where they can later be assigned to a transaction. Docs may also be uploaded directly into a transaction.

Watch this 4-minute video to learn how to upload a doc:

Upload a doc

1. Click [UNASSIGNED] from the top menu. Unassigned Docs is a general holding area for docs that have not yet been assigned to a transaction. Agents and admins can upload docs here when their transaction hasn’t been created yet or when they need to be assigned to a transaction by someone else.

Each agent has their own unassigned docs area in the system. Admin staff can see unassigned docs uploaded by all agents.

2. While on the Unassigned page, click [UPLOAD DOCS] from the left menu. You’ll be taken to the upload page.

Upload a Doc

Upload docs using drag and drop

1. Open a second  window showing the docs you want to upload. Hold the mouse cursor down on a single document or CMND-click or CTRL-click to select multiple documents depending on whether you are on a Mac or a PC.

2. Drag the docs to the "Drag Files Here" area. The system will list the docs you dragged.

3. Select a location if applicable.

4. Click [UPLOAD DOCS] to complete the process. You’ll see your uploaded docs in the Unassigned area.

Upload docs using drag and drop

Click to upload docs

1. Go to the [UPLOAD DOCS] page.

2. Click to browse and select the desired docs. Whenever you are assigning or uploading docs to a transaction, you’ll  need  to specify a permission category for each doc. You can review permission details for each category during the selection process. For instance, selecting the ‘Listing’ category will make that doc visible to only listing agents and office staff.

3. Click [UPLOAD DOCS] to complete the process.

Click to Upload Docs

Maildrop to upload docs

Another way to get your docs into Pipeline is by emailing them to your maildrop address.

Each user gets their own unique maildrop address for each transaction to which they have access. Sending a doc to a transaction’s maildrop address pre-assigns it to that transaction. This saves the admin an extra step when they assign such a doc to a transaction.

To learn how to locate maildrop addresses, see: Find your maildrop address >>

Maildrop to Upload Docs

Upload directly to a transaction

1. Go to the transaction and click [UPLOAD DOCS] from the left menu.

2. To drag and drop, open a second window showing the docs you want to upload. 

3. Select the desired documents, then drag them to the “Drag Files Here” area. The system will list the docs you dragged.

Whenever you are assigning or uploading docs to a transaction, you’ll  need  to specify a permission category for each doc. This permission category determines who will be able to see a doc. You can review permission details for each category during the selection process. 

For example: selecting the ‘Listing’ category will make that doc visible to only listing agents and office staff.

4. Click [UPLOAD DOCS] to complete the process.


Upload directly to a transaction

Basic upload

To use basic upload without dragging and dropping docs:

1. From the transaction, click [UPLOAD DOCS] then select the desired docs.

2. Confirm the document name.

3. Select a category.

4. Click [UPLOAD DOCS] to complete the process.

Learn to upload docs through DocuSign here: Importing Docs from DocuSign >>

Basic Upload