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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
Add a Checklist to a Transaction
Upload a Doc
Assign a Doc to a Transaction
Common Tasks
Resetting a Forgotten Password
Managing Both Sides of a Sale Within a Single Transaction (Dual-sided Transactions)
Creating a New Offer
Share Transaction Contacts Conveniently via Notes
Creating & Managing Reusable Note/Email Templates
Understanding Maildrop Addresses
Finding Your Maildrop Address
Emailing Docs & Notes from Transactions
Emailing Outside/Co-op Agents
Track Received Email Messages and Attachments on Transactions
Managing Comments on Docs
Highlight a Person's Task by @mentioning Them
Managing Contacts
Download Agent's vCard
Searching, Filtering & Sorting Transactions
Saving Custom Searches & Sorts
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 Categories
Keep Your Computer Logged in to Pipeline for 7 Days
Understanding Checklists and Tasks
Formatting Transaction Notes / Emails
Upload Docs Using the Single Doc Uploader
Managing New Offers
Auto-fill Tags in Email Templates
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
PDF Docs Contain Jumbled or Scrambled Letters
Sending Mobile Camera Images as PDF Files
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
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
Connecting and Disconnecting from DocuSign
How to Send and Receive DocuSign Docs in Pipeline
Issues Connecting to DocuSign Account with Multiple Users
What's New
What's New in Paperless Pipeline
Onboarding Webinar for Pipeline Admins
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
Creating and Using Custom Transaction Labels
Color-coded Custom Labels in Unassigned Docs
Set Default Value for Transaction’s More Info Field
Creating a New Category Under Reference Docs
Opting Into or Out of Daily Tasks Reminder Emails
Exclude Active Transactions from Monthly Backups
Import Listings into Pipeline from Other Systems
Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired
Color Customization Options for Paperless Pipeline
Understanding Transaction Statuses
Company Settings
Account Setup Call
Managing Users and Locations
Understanding Admins
Master Admin Permissions
Create and Upload an Agent Roster
Managing User Permissions
Adding 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
Managing Checklist Templates
Specifying Business or Calendar Days for Task Due Date Calculations
Setting Task Visibility (Task Assignment)
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
Understanding Checklists and Tasks
Bulk Add Tasks to Checklist Templates
Understanding the Tasks Page
Managing Checklists on Transactions
Hide Completed Tasks from Transaction Checklists
Managing Backups
Monthly Backups
Handling Large Backups
Commission Reporting Module
Client Fees
Commission & Reporting Module: Getting Started
More Admin Tasks
Delete a Transaction
Using the Reference Area
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
Search on Tasks Page
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
Troubleshooting
Why Can't Agents Change Some Fields on Their Transactions?
Can't Open Monthly Backup - Backup Invalid Error
Arizona Brokers Transaction Logs
Tools, Tips, and Tricks
Unlock Admin Superpowers
Receive Notifications when Documents are Added to Transactions
Managing and Storing Docs
Commission Module
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
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
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
Download an Agent Commission Statement
Download an Agent Income Report
How to Download and Use the Aggregate Performance Report
Download a Commissions & Closings Report
Download an Agent Production Report
Receive Monthly Production Summary by Email
Download a Pending Commissions Report
Tracking Lead Sources
How to Get Help
Home
Commission Module
Initial setup
(3)
Commission & Reporting Module: Getting Started
Give Staff the Ability to Enter Commission Details and Access Reports (Commission Module Permissions)
Configure Commission & CDA Settings
Customize
(10)
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
(8)
Download an Agent Commission Statement
Download an Agent Income Report
How to Download and Use the Aggregate Performance Report
Download a Commissions & Closings Report
Download an Agent Production Report
See More