Common Tasks

Articles

Resetting a Forgotten Password
SUMMARY Learn how to reset a log in password for Paperless Pipeline. Short Version:  1) Go to Paperless Pipeline's login page → 2) Click on the "Forgot your password?" link. 3) Enter your email address and click [Reset ...
 Managing Both Sides of a Sale Within a Single Transaction (Dual-sided Transactions)
SUMMARY When your office has both the selling and the listing sides of a transaction (a dual-sided deal), you can manage the two sides within a single transaction. Pipeline's permission system allows you to control who can see which side's...
 Creating a New Offer
SUMMARY The New Offer feature is used to create a copy of an existing transaction. This feature is most useful when a pending offer on a listing has fallen through (or was cancelled/terminated for any reason) and there's now a new offer on the...
 Share Transaction Contacts Conveniently via Notes
SUMMARY This article explains how to Add and Share Contacts via Notes. IN THIS ARTICLE How to Add and Share Contacts via Notes Include Contacts When Sending a Coversheet 1:10 How to Add and Share Contacts via Notes Navig...
 Creating & Managing Reusable Note/Email Templates
SUMMARY Save time by reusing frequently sent messages using the Message Templates feature. Short Version: 1) Open the transaction. 2) Click "Email/Note". 3) Compose the message and select its recipients. 4) Check the option "Save...
Understanding Maildrop Addresses
SUMMARY You can send messages and docs into Paperless Pipeline via email using your dedicated maildrop address. You can even program your scanner to email scanned docs directly into Pipeline using this maildrop feature. Learn more about maildrop a...
Finding Your Maildrop Address
SUMMARY Each user has their own unique transaction maildrop addresses and Unassigned maildrop address so that Paperless Pipeline will know from which user a message and attachment is coming. IN THIS ARTICLE Find your Unassigned Docs Maildrop ...
 Emailing Docs & Notes from Transactions
SUMMARY Learn how to email messages and docs directly from a Pipeline transaction to internal and external recipients. IN THIS ARTICLE How to Compose a Note / Email Options Paperless Pipeline Pro Webinar Recording: Email Faster and Smar...
 Emailing Outside/Co-op Agents
SUMMARY If your transaction has an outside co-op agent, you can now record their email address and easily send notes to them. IN THIS ARTICLE Add a Co-op / Outside Agent Email an Outside Agent :50 Add a Co-op / Outside Agent ...
Track Received Email Messages and Attachments on Transactions
SUMMARY Short Version: 1) Open a transaction. 2) Click "Received Emails" from the left menu. 3) Click any email to view its details. IN THIS ARTICLE View Emails Sent to a Transaction Open or View an Email's Attachment Emai...
Managing Comments on Docs
SUMMARY Short version: 1) Click the grey bubble next to the doc's name. 2) Enter your comment. 3) Click Save. The bubble will turn blue, indicating to others the presence of a comment on that doc. IN THIS ARTICLE Adding Comments Edit...
 Highlight a Person's Task by @mentioning Them
SUMMARY Admins can make a task appear prominently to specific users or user groups by @mentioning their name or role within that task. The @mentioned users will see such tasks highlighted on the Transaction page, Tasks page, and in received emai...
Managing Contacts
SUMMARY Store external contacts (such as escrow agencies, loan officers, attorneys) for a transaction and easily send them emails right from Paperless Pipeline. IN THIS ARTICLE Add a Contact Narrow Results Further Edit a Contact Dele...
Download Agent's vCard
SUMMARY Import your Pipeline contact information easily into your address book and email software using Virtual Business Cards (vCards). Learn more below. IN THIS ARTICLE How to Download an Agent's vCard How to Install an Agent's v...
Searching, Filtering & Sorting Transactions
SUMMARY The Power Search is located at the top of every page and lets you search specific fields such as Agent Name, Contact Name, the More Info field, and more. Other search options are available on certain pages as described in this article. I...
Saving Custom Searches & Sorts
SUMMARY Short version: 1) Run your desired transaction search, filter, or sort on the Transactions page. 2) Bookmark the search results page in your browser. 3) Name the bookmark so it's easy to remember. 4) Click the bookmark later when you...
Viewing Closed, Expired & Canceled Transactions
SUMMARY By default, only active transactions are displayed on the default view of the Transactions list. Use the methods below to view closed, expired, and canceled transactions hidden by default (in order to reduce clutter). IN THIS ART...
When to Add New Offers?
SUMMARY Use the New Offer feature when a listing gets one or more new offers or falls through and needs to be turned into a new listing. What is a "New Offer"? The New Offer feature is used to create a duplicate of an existing tra...
 Merging Docs
SUMMARY Learn how the merge docs feature makes it easy to combine multiple PDF's into a single document. Short version: 1) Open the transaction. 2) Click the [Merge Docs] button above the Docs area. 3) Select the docs to merge. 4) Click [Me...
 Breaking Apart Docs
SUMMARY Paperless Pipeline's break apart feature allows you to break apart multiple docs that were scanned together during a single scan. Breaking them apart after they're in the system saves time from having to scan them in separately. ...
Managing Break Apart Templates
SUMMARY   Break apart templates enable you to quickly apply a standard break apart configuration to a document. This can be helpful if you regularly scan a group of docs into Pipeline in the same order. IN THIS ARTICLE Crea...
Import Dropbox Docs into Unassigned Docs
SUMMARY Learn how to import documents from Dropbox. Short version: 1) Open the Unassigned Docs page. 2) Click "Import from Dropbox" from the left menu. 3) Select documents to import and click "Choose" to complete the import....
Add a Pipeline Icon to a Mobile Device’s Home Screen
SUMMARY Place a Paperless Pipeline icon on your smartphone’s or tablet’s home screen to access Pipeline with one touch.  IN THIS ARTICLE IOS Devices (iPhone, iPad, & iPod Touch) Android Devices Windows 8, 8.1, RT ...
Syncing and Unsyncing Tasks with Calendars
SUMMARY This article will show you how to sync your tasks with Google Calendar, iCal, and Outlook. IN THIS ARTICLE Sync and Unsync Tasks with Google Calendar Sync and Unsync Tasks with iCal Sync and Unsync Tasks with Outlook FAQ ...
 Paperless Pipeline Keyboard Shortcuts
SUMMARY Use keyboard shortcuts to perform common tasks swiftly. The shortcuts work on Mac and PC. IN THIS ARTICLE Global Shortcuts Document Shortcuts Transaction Shortcuts Keyboard Shortcuts Infographic 2:14 Global Shor...
Document Categories
SUMMARY The permission category assigned to a document determines who can view the document on a transaction. This article lists  the available permission categories and a description of who has visibility to each one. IN THIS ARTICLE Wh...
Keep Your Computer Logged in to Pipeline for 7 Days
SUMMARY Activate the extended login feature to skip repeated logins. Activate the Extended-login Feature To activate the extended login feature: From the login page, enter your login credentials as you normally would to sign in. Clic...
Understanding Checklists and Tasks
SUMMARY Checklists help admins and agents stay in compliance by tracking tasks, due dates, and required documents within a transaction. Each checklist contains a set of tasks. This article explains how checklists and tasks may be used to support y...
Formatting Transaction Notes / Emails
SUMMARY The message field of Paperless Pipeline’s transaction notes and emails allow you to use certain elements called Markdown that give you control over how your message is formatted. Markdown allows you to write text in a natural way th...
Upload Docs Using the Single Doc Uploader
SUMMARY   The single document uploader is a more basic document upload method that’s compatible with all computer setups. To upload multiple documents quickly, you'll want to use the multi-document uploader → IN THIS ARTICLE...
Auto-fill Tags in Email Templates
SUMMARY Auto-fill tags allow Paperless Pipeline to do your typing when sending notes. Select from a list of auto-fill tags when creating a message template, and the system will automatically replace each tag with the appropriate value from the tra...
Drag and Drop Doc Comments to Notes
SUMMARY   Learn how to instantly copy your doc comments into a note or email by dragging them into the message area. IN THIS ARTICLE Drag and Drop a Comment to Notes Drag and Drop a Comment to Notes To drag and drop a document co...