Locations in Paperless Pipeline typically represent the various offices of an agency or brokerage. Since many user permissions are specific to a Location, Locations may also be used to segment permissions (e.g., as a repository for confidential docs, to support special team structures, etc). Follow these instructions to add a new Location to your account.
To add or edit an office location in Paperless Pipeline:
- Click your name in the upper right corner then "Admin / Settings".
- Click [Manage Locations] on the left menu.
- Click [Add Location] to add a new office. Alternatively, edit an existing office location by clicking the [gear] next to the desired location and selecting "Edit Location".
- Enter a Location Name.
- Click [Add Location]. Your new Location will now appear in the list of Locations.
This webinar covers how to set up and maximize teams in Paperless Pipeline. Learn to separate transactions, users, permissions, visibility, and communications by teams to optimize and streamline your workflow.