Account Setup

Articles

Sending Welcome Emails to Users
SUMMARY 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 Pipeline. This article will show you how to customize and send this email. ...
 Custom Formatting Help for Transaction Names
SUMMARY Use this feature to promote standard transaction naming conventions by displaying customized instructions below the transaction name field. Short version: 1) Click your name in the upper right corner then "Admin / Settings." 2) ...
Customize Transaction Statuses
SUMMARY This article describes how you can create custom transaction statuses to match your company's transaction management workflow. IN THIS ARTICLE Add a New Status Edit a Status Deactivate a Status FAQ...
 Creating and Using Custom Transaction Labels
SUMMARY This article will show you how to use custom transaction labels to categorize your transactions. Use them to mark a transaction as a rental, sale, commercial listing, residential listing, condominium, office space, parking lot, etc. You ca...
 Color-coded Custom Labels in Unassigned Docs
SUMMARY Learn how to use customized labels to distribute unassigned doc assignment responsibilities across multiple admins. IN THIS ARTICLE Define Custom Labels for Company Use Apply Labels 1:06 Define Custom Labels for Comp...
Set Default Value for Transaction’s More Info Field
SUMMARY You may specify company-wide default/placeholder information to be automatically inserted into the More Info field of all new transactions. Short version: 1) Click your name in the upper right corner then "Admin / Settings." 2...
 Creating a New Category Under Reference Docs
SUMMARY Learn how you can easily organize blank forms, reference docs, and website links under custom categories in the Reference area. IN THIS ARTICLE Add Docs to the Reference Page Create a New Category 1:01 Add Docs to the...
 Opting Into or Out of Daily Tasks Reminder Emails
SUMMARY Paperless Pipeline sends out a daily email showing which tasks are overdue, due today, and due tomorrow. You can opt in or out of this email as shown below. You can also opt in or opt out your agents from receiving this email. This article...
 Exclude Active Transactions from Monthly Backups
SUMMARY You can exclude currently open (active, listing, pending) transactions from being included in your monthly backup. Use this company-wide setting to ensure that transactions are only included in your monthly system backup once they are comp...
 Import Listings into Pipeline from Other Systems
SUMMARY This article explains how to import listings from another system by uploading them as a CSV file into Paperless Pipeline. IN THIS ARTICLE Download a Sample Spreadsheet Import a Custom Spreadsheet 1:46 Download a Sampl...
Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired
SUMMARY Using this company-wide setting, you can control if your agents are allowed to set transaction statuses to closed, terminated, and expired. Short version:  1) Click your name in the upper right corner then "Admin / Settings&quo...
Color Customization Options for Paperless Pipeline
SUMMARY Master admins can customize the color scheme of their Paperless Pipeline account. IN THIS ARTICLE How to Select a Color Theme Examples of Themes How to Select a Color Theme Master admins can select from four themes that de...
Understanding Transaction Statuses
SUMMARY This article will help you to better understand transaction statuses and what role they play in identifying the stages of a transaction's lifecycle. IN THIS ARTICLE What are Transaction Statuses? Customizing Transaction Statuse...
Company Settings
SUMMARY   This page contains global settings for your Paperless Pipeline account. Only master admins may view and edit this page. IN THIS ARTICLE Allow Only PDFs Enable Entered Docs Prevent Duplicate Documents Email Agents Expiri...