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Agent & General Help
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Home
Glossary
Agent & General Help
Getting Started: The Basics (Great for agent training)
Downloadable Agent Guide (PDF)
Agent Quick-Start Video
Create a Transaction
Manage Checklists on Transactions
Upload a Doc
Assign a Doc to a Transaction
General Help
Resetting a Forgotten Password
Managing Both Sides of a Sale Within a Single Transaction (Dual-sided Transactions)
Create a New Offer
Share Transaction Contacts Conveniently via Notes
Create & Manage Reusable Message Templates
Understanding Maildrop Addresses
Finding Your Maildrop Address
Email Docs & Notes from Transactions
Emailing Outside/Co-op Agents
Send or Add Audio Messages from Transactions
Track Received Emails
Track Received Email Messages and Attachments on Transactions
Home Page
Managing Comments on Docs
Highlight a Person's Task by @mentioning Them
Managing Contacts
Download Agent's vCard
Search, Sort, and Download
Save Custom Searches & Sorts as Shortcuts
Viewing Closed, Expired & Canceled Transactions
When to Add New Offers?
Merging Docs
Breaking Apart Docs
Managing Break Apart Templates
Import Dropbox Docs into Unassigned Docs
Add a Pipeline Icon to a Mobile Device’s Home Screen
Syncing and Unsyncing Tasks with Calendars
Paperless Pipeline Keyboard Shortcuts
Document Permission Categories
Keep Your Computer Logged in to Pipeline for 7 Days
Understanding Checklists and Tasks
Formatting Transaction Notes / Emails
Managing New Offers
Autofill Tags
Drag and Drop Doc Comments to Notes
Troubleshooting
Security FAQ
Enable or Disable Scrolling on Checklists
Chrome Scrolling Bug
Fillable PDF Docs Not Saving in Chrome Browser
Docs / Signatures Being Cut Off When Using Chrome's PDF Viewer
Enable a Browser to Open PDF Docs in Adobe Reader
Sending Mobile Camera Images as PDF Files
PDF Docs Contain Jumbled or Scrambled Letters
Disable the Skype Plugin on FireFox
Yellow Tip Bubbles (Pop Ups) Won't Go Away
Problems Opening PDF Documents in Chrome
Perform a Hard Refresh and Clear a Browser's Cache
System Requirements
Can't Mark Checklist Tasks as Complete
PDF Docs Turning Black or White (Blank)
Unassigned Doc Uploads Not Working Properly on Tablets
Import From Dropbox Option Not Showing up for iPad Users
Problems using Paperless Pipeline with Internet Explorer
Paperless Pipeline is Running Very Slowly for Me
Document Previews Don't Show Signatures or Filled in Data
Columns Not Printing When Using the "Selection Only" Option in Chrome
Yellow Tip Bubbles (Pop Ups) Won't Go Away
Login Help
Tools, Tips, and Tricks
Auto-detected Transaction Sides
Allow Quick Selection of Categories When Assigning or Uploading Docs
Auto Text Entry (For Inserting Frequently Used Text)
Sort Transaction Docs by Document Label
Remember the Last Sort Order of Transaction Docs
Search by Role on Manage Users Page
Embedded Fonts
DocuSign Integration
Use DocuSign with Paperless Pipeline
Dropbox Sign Integration
What's New
What's New in Paperless Pipeline
Admin Help
Getting Started: The Basics
Admin Quick Start Video
Adding Users
Add a Checklist Template
Create a Transaction
Add a Checklist to a Transaction
Upload a Doc
Reviewing Documents
Pipeline Pro Webinars
Pipeline Pro Webinar Recordings
Account Setup
Sending Welcome Emails to Users
Custom Formatting Help for Transaction Names
Customize Transaction Statuses
Onboarding Webinar for Pipeline Admins
Creating and Using Custom Transaction Labels
Color-coded Custom Labels in Unassigned Docs
Set Default Value for Transaction Fields
Creating a New Category Under Reference Docs
Opting Into or Out of Daily Tasks Reminder Emails
Exclude Active Transactions from Monthly Backups
Import Transactions into Pipeline from Other Systems
Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired
Understanding Transaction Statuses
Company Settings
Two-Factor Authentication
Managing Users and Locations
Understanding Admins
Master Admin Permissions
Create and Upload an Agent Roster
Managing User Permissions
Manage Locations
Managing Location-specific Admin
Download a List of Users
Can't Add User - Email Address Already Exists
Use Paperless Pipeline for storing HR (Human Resource) files for Agents and Employees
Designate an Agent as an Assistant on a Transaction
Managing Checklists and Tasks
Manage Checklist Templates
Specifying Business or Calendar Days for Task Due Date Calculations
Set Task Visibility
Smart Checklists: Automatically Align Docs with Related Checklist Tasks
Automatically Assign Checklist Templates to Transactions
Auto Applying Checklists to Dual-sided Transactions
Order Automatically Assigned Checklists
Download Checklist Templates as CSV Spreadsheet Files
Manage Key Dates
Understanding Checklists and Tasks
Bulk Add Tasks to Checklist Templates
Hide Completed Tasks from Transaction Checklists
Combine Duplicate Checklists into a Single Checklist with Multiple Locations or Labels
Managing Backups
Monthly Backups
Handling Large Backups
Commission Reporting Module
Commission & Reporting Module: Getting Started
Client Fees
More Admin Tasks
Delete a Transaction
Reference Page
Delete Received Emails from Transactions
Download Individual Transactions on Demand
Shared Email Templates
Managing Expiration Dates of Listings
Download a Report of Transactions and Filter by Status, Close Date, or Other Fields
Store Website Links within Reference
Standardized Document Names
Managing and Using Doc Labels
Export Account-wide Contacts as a Spreadsheet
Bulk Apply Unassigned Doc Labels
Zip Codes Extracted from Property Addresses
Viewing History of Reviewed Docs for Compliance
Managing Unreviewed Docs
Updating Credit Card Information
Billing Basics
Entered Docs
Recover Docs Deleted from Transactions and Unassigned Docs
How to Sort Downloaded Transaction Spreadsheets
Download a Transaction Checklist (for Transaction Coordinators)
Troubleshooting
Why Can't Agents Change Some Fields on Their Transactions?
Can't Open Monthly Backup - Backup Invalid Error
Arizona Brokers Transaction Logs
Paperless Pipeline API Through Zapier
Tools, Tips, and Tricks
Unlock Admin Superpowers
Receive Notifications when Documents are Added to Transactions
Managing and Storing Docs
Add / Edit Checklist Templates
Commission Module
Introduction
Initial setup
Commission & Reporting Module: Getting Started
Give Staff the Ability to Enter Commission Details and Access Reports (Commission Module Permissions)
Configure Commission & CDA Settings
Set Up Commission Module
Use Commission Module
Customize
Agent Fees
Set Up Deduction Types
Create and Use Commission Basis
Add Agent Commission Splits
Add Commission Notes for an Agent
Add Agent Start Dates
Distribute Commission to In-house Referring Agents
Deduct Earnest Money Deposit at Closing
Format CDA Special Instructions
Assistance with Multi-tier Commission Splits
Track Outside Referral Commission
Commission & CDA Settings
Designate an Agent as an Assistant on a Transaction
Calculate Commissions Faster
Manage Commissions
Track Referral Commissions Paid to Other Brokerages
Track Referrals
Disburse Payments to Agents’ Assistants and Teammates Using In-House Deductions
Email a CDA to Title / Escrow / Attorney
Pay Third Parties Directly from the Agent's or Brokerage’s Commission
View Year-To-Date Production Numbers for Agents When Generating a CDA
Reports
Agent Commission Statement
Agent Income Report
Aggregate Performance Report
Commissions & Closings Report
Agent Production Report
Receive Monthly Production Summary by Email
Download a Pending Commissions Report
Tracking Lead Sources
Listing Inventory Report
Pending Inventory Report
Your Commissions Report
Lead Sources Report
How to Get Help
Home
Commission Module
Initial setup
(5)
Commission & Reporting Module: Getting Started
Give Staff the Ability to Enter Commission Details and Access Reports (Commission Module Permissions)
Configure Commission & CDA Settings
Set Up Commission Module
Use Commission Module
Customize
(11)
Agent Fees
Set Up Deduction Types
Create and Use Commission Basis
Add Agent Commission Splits
Add Commission Notes for an Agent
See More
Commission & CDA Settings
(9)
Designate an Agent as an Assistant on a Transaction
Calculate Commissions Faster
Manage Commissions
Track Referral Commissions Paid to Other Brokerages
Track Referrals
See More
Reports
(12)
Agent Commission Statement
Agent Income Report
Aggregate Performance Report
Commissions & Closings Report
Agent Production Report
See More