Getting Started: The Basics

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...

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...

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 THIS ARTICL...

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...

SUMMARY Learn how to manage and view checklists and tasks on transactions. IN THIS ARTICLE Introduction HOW TO Manage Transaction Checklists  Add a Checklist  🎥 Edit a Checklist Title Reorder Checklists Dele...

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...

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...

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 Q &...

Previously Recorded Pipeline Pro Webinars This article lists recordings of past Pipeline Pro Webinars. Learn more about Pipeline Pro Webinars here → IN THIS ARTICLE Scheduled Messaging (April 19, 2023) Message Template Magic (Apri...