SUMMARY
This video introduces admins to Paperless Pipeline’s basics:
• Adding Users
• Adding Transactions
• Automatically Assigning Checklist Templates to Transactions
• Uploading Docs
• Assigning Docs to Transactions
• Broker Review of Docs
SUMMARY
This video introduces admins to Paperless Pipeline’s basics:
• Adding Users
• Adding Transactions
• Automatically Assigning Checklist Templates to Transactions
• Uploading Docs
• Assigning Docs to Transactions
• Broker Review of Docs