Getting Started: The Basics (Great for agent training)

Articles

Downloadable Agent Guide (PDF)
SUMMARY This guide walks agents through Paperless Pipeline's basics: logging into the system, creating transactions, locating and checking the status of their existing transactions, uploading and assigning documents to transactions, and commun...
 Agent Quick-Start Video
SUMMARY This 4-minute video introduces agents to Paperless Pipeline’s basics: • Add Transactions • Upload Docs • Assign Docs to Transactions • Work with existing Transactions 3:40 ...
 Create a Transaction
SUMMARY This article explains how to add a transaction in Paperless Pipeline. Short Version: 1) Click [Add Transaction] from the top right. 2) Name the transaction and enter a status, MLS ID, etc. 3) Designate listing and selling agents. 4) Cli...
 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...
 Assign a Doc to a Transaction
SUMMARY Unassigned Docs is the general holding area for documents that have not yet been assigned to transactions. In this article, you'll learn how to assign Unassigned docs to transactions. Short Version: 1) Click "Unassigned" f...