Account Setup

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. ...

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) ...

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...

SUMMARY   In the Paperless Pipeline Onboarding Webinar, we’ll walk you through the most common set up mistakes to help you maximize your setup and avoid slowing your admins and agents down. IN THIS ARTICLE Onboarding Webinar O...

SUMMARY   Learn how to set up and optimize your company's Transaction Labels and other settings related to Transaction Labels . IN THIS ARTICLE Introduction Who Can Do This? Video 🎥 Set Up Transaction Labels Add a T...

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...

SUMMARY Learn how to set default values (including placeholder information) to be automatically inserted into the More Info , Admin Info , and Commission Summary fields on all new transactions. IN THIS ARTICLE Introduction Who Can Do...

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...

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...

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...

SUMMARY This article explains how to import transactions from another system by uploading a CSV file into Paperless Pipeline. IN THIS ARTICLE Download a Sample Spreadsheet Import a Custom Spreadsheet Tips for Importing Transactions ...

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...

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...

SUMMARY   This page contains global settings for your Paperless Pipeline account. Only master admins may view and edit this page. IN THIS ARTICLE Global Settings Company Name Brokerage License # Document Settings Only Allow ...

SUMMARY   Learn how to require two-factor authentication for users on your company's account, how to opt out for individual users, and how to log into Pipeline when two-factor authentication is required. IN THIS ARTICLE Introduction ...