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Paperless Pipeline

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  • 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