Getting Started: The Basics

Articles

 Admin Quick Start Video
SUMMARY This video introduces admins to Paperless Pipeline’s basics: • Adding Users • Adding Transactions • Automatically Assigning Checklist Templates to Transactions • Uploading Docs • Assigning Docs to Transact...
 Adding Users
SUMMARY Users in Paperless Pipeline are people (such as agents and staff) who can log in to a company’s account. Short version: 1) 2) Click [Manage Users]. 3) Click [Add User]. 4) Complete the form to create a new user. 5) Click [Add Use...
 Add a Checklist Template
SUMMARY Checklists are a great way to help your team keep track of tasks and required documents within a transaction. In this article, you’ll learn how to create checklist templates that can later be applied to transactions. IN THI...
 Create a Transaction
SUMMARY This article explains how to add a transaction in Paperless Pipeline. IN THIS ARTICLE Create a Transaction FIELD DESCRIPTIONS Location Transaction Name / Property Address Status Label Close Date Listing Date Ex...
 Add a Checklist to a Transaction
SUMMARY Checklists are a great way to help your team keep track of tasks and required documents for a transaction. This article will show you how to add a checklist to a transaction. Short Version: 1) Open a transaction. 2) Click "Add Chec...
 Upload a Doc
SUMMARY   This article explains how you can upload docs manually, by dragging and dropping, via email, and directly to a transaction. Docs may be uploaded to a general holding area called Unassigned from where they can later be assigned to a t...
 Reviewing Documents
SUMMARY The reviewed checkbox is used to ensure all documents have been independently reviewed for accuracy and completeness by your staff. In this article, you'll learn how to review documents within Paperless Pipeline. IN THIS ARTICLE U...
Pipeline Pro Webinars
Join us Wednesdays for Pipeline Pro Webinars!  Pop in any Wednesday at 12:00pm Central and learn how to master the various areas in Paperless Pipeline. Each week we'll cover a specific feature or topic, lasting 5 to 15 minutes with a...
Pipeline Pro Webinar Recordings
Previously Recorded Pipeline Pro Webinars This article lists recording of past Pipeline Pro Webinars. Learn more about Pipeline Pro Webinars here → IN THIS ARTICLE Apps and Tools that Work Well with Pipeline (Jun...