Getting Started: The Basics (Great for agent training)

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...

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 ...

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 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...