Paperless Pipeline
Table of Contents
Table of Contents
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Home
Glossary
I am an agent.
Training
Access & Use Pipeline
Login Help
Home Page
Customize Your Email Signature
Paperless Pipeline Keyboard Shortcuts
Keep Your Computer Logged in to Pipeline for 7 Days
Resetting a Forgotten Password
Add a Pipeline Icon to a Mobile Device’s Home Screen
System Requirements
Security FAQ
Transactions
Auto-detected Transaction Sides
Understanding Transaction Statuses
Manage Transactions
Transactions List
Create a New Offer
When to Add New Offers?
Managing New Offers
Designate an Agent as an Assistant on a Transaction
View & Email Coversheets
Download Agent's vCard
Checklists & Tasks
Understanding Checklists and Tasks
Highlight a Person's Task by @mentioning Them
Smart Checklists: Automatically Align Docs with Related Checklist Tasks
Manage Key Dates
Manage Checklists on Transactions
Enable or Disable Scrolling on Checklists
Tasks Page
Syncing and Unsyncing Tasks with Calendars
Docs
Document Permission Categories
Reference Page
Understanding Maildrop Addresses
Finding Your Maildrop Address
Download and Use Reference Docs & Links
Upload a Doc
Bulk Apply Unassigned Doc Labels
Color-coded Custom Labels in Unassigned Docs
Assign an Unassigned Doc to a Transaction
Assign a Doc to a Transaction
Break Apart Docs
Merging Docs
Managing Comments on Docs
Drag and Drop Doc Comments to Notes
Remember the Last Sort Order of Transaction Docs
Recover Docs Deleted from Transactions and Unassigned Docs
Contacts
Manage Contacts
Share Transaction Contacts Conveniently via Notes
Messaging
Email Docs & Notes from Transactions
Received Emails
Track Received Emails
Track Received Email Messages and Attachments on Transactions
Send or Add Audio Messages from Transactions
Emailing Outside/Co-op Agents
Autofill Tags
Schedule Messages Using Message Templates
Searching
Search, Sort, and Download
Save Custom Searches & Sorts as Shortcuts
Commission Reports
Agent Commission Statement
Your Commissions Report
Receive Monthly Production Summary by Email
Integrations
Understanding DocuSign & Paperless Pipeline
Use Dropbox Sign with Paperless Pipeline
Import Dropbox Docs into Unassigned Docs
I am an admin.
Training
Access & Use Pipeline
Login Help
Home Page
Customize Your Email Signature
Paperless Pipeline Keyboard Shortcuts
Keep Your Computer Logged in to Pipeline for 7 Days
Resetting a Forgotten Password
Add a Pipeline Icon to a Mobile Device’s Home Screen
System Requirements
Security FAQ
Troubleshooting Pipeline
Ways to Use Pipeline
Admin Settings
Billing Basics
Updating Credit Card Information
Monthly Backups
Company Settings
Email Agents Expiring and Closing Transaction Reminders
Exclude Active Transactions from Monthly Backups
Hide Completed Tasks from Transaction Checklists
Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired
Managing Expiration Dates of Listings
Optional Fields
Set Default Value for Transaction Fields
Two-Factor Authentication
Custom Formatting Help for Transaction Names
Troubleshooting Monthly Backups
Locations & Users
Manage Locations
Master Admin Permissions
Understanding Admins
Adding Users
Create and Upload an Agent Roster
Search by Role on Manage Users Page
Download a List of Users
Sending Welcome Emails to Users
Managing Location-specific Admin
Managing User Permissions
Troubleshooting Locations & Users
Transactions
Auto-detected Transaction Sides
Understanding Transaction Statuses
Customize Transaction Statuses
Creating and Using Custom Transaction Labels
Tracking Lead Sources
Custom Fields
Coversheets
Transactions List
Manage Transactions
Create a New Offer
When to Add New Offers?
Managing New Offers
Download Individual Transactions on Demand
Designate an Agent as an Assistant on a Transaction
Download Agent's vCard
Troubleshooting Transactions
Ways To Use Transactions
Checklists & Tasks
Understanding Checklists and Tasks
Manage Checklist Templates
Add / Edit Checklist Templates
Add a Checklist Template
Bulk Add Tasks to Checklist Templates
Automatically Assign Checklist Templates to Transactions
Download Checklist Templates as CSV Spreadsheet Files
Highlight a Person's Task by @mentioning Them
Smart Checklists: Automatically Align Docs with Related Checklist Tasks
Set Task Visibility
Manage Key Dates
Specifying Business or Calendar Days for Task Due Date Calculations
Send Daily Email with Upcoming Tasks to a User
Opting Into or Out of Daily Tasks Reminder Emails
Add a Checklist to a Transaction
Manage Checklists on Transactions
Enable or Disable Scrolling on Checklists
Pin A Checklist On A Transaction
Download a Transaction Checklist (for Transaction Coordinators)
Tasks Page
Syncing and Unsyncing Tasks with Calendars
Ways to Use Checklists & Tasks
Docs
Document Permission Categories
Standardized Document Names
Managing and Using Doc Labels
Set Up and Manage Reference Docs & Links
Download and Use Reference Docs & Links
Send Reference Docs & Links from a Transaction
Receive Notifications when Documents are Added to Transactions
Understanding Maildrop Addresses
Finding Your Maildrop Address
Upload a Doc
Bulk Apply Unassigned Doc Labels
Color-coded Custom Labels in Unassigned Docs
Assign a Doc to a Transaction
Managing and Storing Docs
Break Apart Docs
Managing Break Apart Templates
Merging Docs
Managing Comments on Docs
Drag and Drop Doc Comments to Notes
Reviewing Documents
Managing Unreviewed Docs
Entered Docs
Sort Transaction Docs by Document Label
Remember the Last Sort Order of Transaction Docs
Recover Docs Deleted from Transactions and Unassigned Docs
Ways to Use Docs
Troubleshooting Docs
Contacts
Manage Contacts
Export Account-wide Contacts as a Spreadsheet
Share Transaction Contacts Conveniently via Notes
Messaging
Email Docs & Notes from Transactions
Received Emails
Track Received Emails
Track Received Email Messages and Attachments on Transactions
Delete Received Emails from Transactions
Send or Add Audio Messages from Transactions
Emailing Outside/Co-op Agents
Create & Manage Reusable Message Templates
Formatting Transaction Notes / Emails
Autofill Tags
Shared Email Templates
Schedule Messages Using Message Templates
Searching
Search, Sort, and Download
Save Custom Searches & Sorts as Shortcuts
Reporting
Comparative Production Report
Listing Inventory Report
Pending Inventory Report
Usage by Agent Report
Integrations
Import Transactions into Pipeline from Other Systems
DocuSign
Use Dropbox Sign with Paperless Pipeline
Import Dropbox Docs into Unassigned Docs
Does Paperless Pipeline offer an API?
Paperless Pipeline API Through Zapier
Commission Module
Training
Commission & Reporting Module: Getting Started
Set Up Commission Module
Use Commission Module
Customize
Configure Commission & CDA Settings
Pay Third Parties Directly from the Agent's or Brokerage’s Commission
Deduct Earnest Money Deposit at Closing
Format CDA Special Instructions
Client Fees
Agent Fees
Set Up Deduction Types
Create and Use Commission Basis
Give Staff the Ability to Enter Commission Details and Access Reports (Commission Module Permissions)
Next Commission Split Thresholds
Add Agent Commission Splits
Add Commission Notes for an Agent
Add Agent Start Dates
Manage Commissions
Manage Commissions
View Year-To-Date Production Numbers for Agents When Generating a CDA
Distribute Commission to In-house Referring Agents
Agent-level Reports
Agent Commission Statement
Your Commissions Report
Receive Monthly Production Summary by Email
Company-level Reports
Aggregate Performance Report
Commissions & Closings Report
Pending Commissions Report
Download a Pending Commissions Report
Agent Income Report
Agent Units Report
Agent Commissions Report
Agent Production Report
Lead Sources Report
Ways To Use Commission Module
What's New
Training
Troubleshooting
Use Cases
How to Get Help
Home
I am an admin.
Commission Module
Customize
Configure Commission & CDA Settings
Pay Third Parties Directly from the Agent's or Brokerage’s Commission
Deduct Earnest Money Deposit at Closing
Format CDA Special Instructions
Client Fees
Agent Fees
Set Up Deduction Types
Create and Use Commission Basis
Give Staff the Ability to Enter Commission Details and Access Reports (Commission Module Permissions)
Next Commission Split Thresholds
Add Agent Commission Splits
Add Commission Notes for an Agent
Add Agent Start Dates