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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'...
 Create 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...
 Create & Manage Reusable Message Templates
SUMMARY Learn how to create and manage reusable Message Templates . IN THIS ARTICLE Introduction Video 🎥 Who Can Do This? How To Create a Message Template When Sending a Message Manage Message Templates Outside of Transact...
Understanding Maildrop Addresses
SUMMARY 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 addresses...
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 ...
 Email Docs & Notes from Transactions
SUMMARY Learn how to send messages and docs directly from a transaction to internal and external recipients. IN THIS ARTICLE Introduction Who Can Do This? Video 🎥 Send a Transaction Note or Email  Specify Recipients Ad...
 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 ...
Send or Add Audio Messages from Transactions
SUMMARY   Record quick Audio Messages as an alternative to leaving a voicemail, to add a personalized recording to a transaction, or whenever it's more convenient. IN THIS ARTICLE Send or Add an Audio Message Listen to a Sent Audio...
Track Received Emails
SUMMARY   Easily keep track of transactions that have received emails during your desired time period by adding a custom shortcut to your Transactions page and Home page. IN THIS ARTICLE Search for Transactions with Received Emails Add...
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...
Home Page
SUMMARY   The Paperless  Pipeline  Home page is your control center. View a quick snapshot of your most important transactions, tasks, and documents to help you decide which areas need your greatest attention. IN THIS ARTICLE ...
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 An admin can use @mention to highlight or assign tasks to users or groups.  IN THIS ARTICLE Video: Highlight a person's Task by @mentioning Them What is @mention? Mention a Person in a Task Mention a Group of People ...
Manage Contacts
Learn how agents and admins can view, manage and use contacts on transactions and how master admins can manage contacts globally. Introduction What are Contacts? Contacts are people outside your Pipeline account involved in a transactio...
Download Agent's vCard
SUMMARY Import your Pipeline contact information easily into your address book and email software using Virtual Business Cards (vCards). IN THIS ARTICLE How to Download an Agent's vCard How to Install an Agent's v...
Search, Sort, and Download
SUMMARY Utilize the search options outlined in this article to quickly drill down to the transactions, tasks, and docs you need to work on. IN THIS ARTICLE Introduction Who Can Do This? How To Search Transactions Search Active T...
Save Custom Searches & Sorts as Shortcuts
SUMMARY Learn how to save and manage shortcuts to your frequently used searches and sorts for transactions, tasks, and unreviewed docs. IN THIS ARTICLE Introduction Who Can Do This? How To Save a Custom Search/Sort as a Shortcut ...
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 Create a Break Apar...
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 wit...
 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 Pipeline Pro Webinar Record...
Document Permission Categories
SUMMARY Learn about  Document Permission Categories. Introduction Document Permission Categories let the system know who should be able to view a doc on a transaction. Every doc added to a transaction must have a Permission Categor...
Keep Your Computer Logged in to Pipeline for 7 Days
SUMMARY Activate the extended login feature to skip repeated logins. IN THIS ARTICLE Activate the Extended-login Feature Activate the Extended-login Feature To activate the extended login feature: From the login page, enter your log...
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...
Managing 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. IN THIS ARTICLE What is a New Offer? Create a New Offer When to Add a New Offer Managing N...
Autofill Tags
SUMMARY Learn how Autofill Tags within Message Templates allow Pipeline to do the typing for you. When you use Autofill Tags within Message Templates to send a note or email, information from the transaction will be added to your messa...
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. Drag and Drop a Comment to Notes To drag and drop a document comment into the note or email of a transaction: Go to ...