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Paperless Pipeline

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  • Home
  • Glossary
  • I am an agent.
    • Training
      • Access & Use Pipeline
        • Login Help
        • Home Page
        • Paperless Pipeline Keyboard Shortcuts
        • Keep Your Computer Logged in to Pipeline for 7 Days
        • Resetting a Forgotten Password
        • Add a Pipeline Icon to a Mobile Device’s Home Screen
        • System Requirements
        • Security FAQ
      • Transactions
        • Auto-detected Transaction Sides
        • Understanding Transaction Statuses
        • Transactions List
        • Create a New Offer
        • When to Add New Offers?
        • Managing New Offers
        • Designate an Agent as an Assistant on a Transaction
        • Download Agent's vCard
      • Checklists & Tasks
        • Understanding Checklists and Tasks
        • Highlight a Person's Task by @mentioning Them
        • Smart Checklists: Automatically Align Docs with Related Checklist Tasks
        • Manage Key Dates
        • Manage Checklists on Transactions
        • Enable or Disable Scrolling on Checklists
        • Tasks Page
        • Syncing and Unsyncing Tasks with Calendars
      • Docs
        • Document Permission Categories
        • Reference Page
        • Understanding Maildrop Addresses
        • Finding Your Maildrop Address
        • Upload a Doc
        • Bulk Apply Unassigned Doc Labels
        • Color-coded Custom Labels in Unassigned Docs
        • Assign an Unassigned Doc to a Transaction
        • Assign a Doc to a Transaction
        • Breaking Apart Docs
        • Merging Docs
        • Managing Comments on Docs
        • Drag and Drop Doc Comments to Notes
        • Remember the Last Sort Order of Transaction Docs
        • Recover Docs Deleted from Transactions and Unassigned Docs
      • Contacts
        • Manage Contacts
        • Share Transaction Contacts Conveniently via Notes
      • Messaging
        • Email Docs & Notes from Transactions
        • Received Emails
        • Track Received Emails
        • Track Received Email Messages and Attachments on Transactions
        • Send or Add Audio Messages from Transactions
        • Emailing Outside/Co-op Agents
        • Autofill Tags
        • Schedule Messages Using Message Templates
      • Searching
        • Search, Sort, and Download
        • Save Custom Searches & Sorts as Shortcuts
      • Commission Reports
        • Agent Commission Statement
        • Your Commissions Report
        • Receive Monthly Production Summary by Email
      • Integrations
        • Understanding DocuSign & Paperless Pipeline
        • Use Dropbox Sign with Paperless Pipeline
        • Import Dropbox Docs into Unassigned Docs
    • I am an admin.
      • Training
        • Access & Use Pipeline
          • Login Help
          • Home Page
          • Paperless Pipeline Keyboard Shortcuts
          • Keep Your Computer Logged in to Pipeline for 7 Days
          • Resetting a Forgotten Password
          • Add a Pipeline Icon to a Mobile Device’s Home Screen
          • System Requirements
          • Security FAQ
        • Admin Settings
          • Billing Basics
          • Updating Credit Card Information
          • Monthly Backups
          • Company Settings
          • Email Agents Expiring and Closing Transaction Reminders
          • Exclude Active Transactions from Monthly Backups
          • Hide Completed Tasks from Transaction Checklists
          • Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired
          • Managing Expiration Dates of Listings
          • Optional Fields
          • Set Default Value for Transaction Fields
          • Two-Factor Authentication
          • Custom Formatting Help for Transaction Names
        • Locations & Users
          • Manage Locations
          • Master Admin Permissions
          • Understanding Admins
          • Adding Users
          • Create and Upload an Agent Roster
          • Search by Role on Manage Users Page
          • Download a List of Users
          • Sending Welcome Emails to Users
          • Managing Location-specific Admin
          • Managing User Permissions
        • Transactions
          • Auto-detected Transaction Sides
          • Understanding Transaction Statuses
          • Customize Transaction Statuses
          • Creating and Using Custom Transaction Labels
          • Tracking Lead Sources
          • Custom Fields
          • Manage Transactions
            • Introduction to Manage Transactions
            • View a Transaction
            • Add a Transaction
            • Edit a Transaction
            • Delete a Transaction
          • Transactions List
          • Create a New Offer
          • When to Add New Offers?
          • Managing New Offers
          • Download Individual Transactions on Demand
          • Delete a Transaction
          • Designate an Agent as an Assistant on a Transaction
          • Download Agent's vCard
          • Troubleshooting Transactions
          • Checklists & Tasks
            • Understanding Checklists and Tasks
            • Manage Checklist Templates
            • Add / Edit Checklist Templates
            • Add a Checklist Template
            • Bulk Add Tasks to Checklist Templates
            • Automatically Assign Checklist Templates to Transactions
            • Download Checklist Templates as CSV Spreadsheet Files
            • Highlight a Person's Task by @mentioning Them
            • Smart Checklists: Automatically Align Docs with Related Checklist Tasks
            • Set Task Visibility
            • Manage Key Dates
            • Specifying Business or Calendar Days for Task Due Date Calculations
            • Send Daily Email with Upcoming Tasks to a User
            • Opting Into or Out of Daily Tasks Reminder Emails
            • Add a Checklist to a Transaction
            • Manage Checklists on Transactions
            • Enable or Disable Scrolling on Checklists
            • Download a Transaction Checklist (for Transaction Coordinators)
            • Tasks Page
            • Syncing and Unsyncing Tasks with Calendars
            • Ways to Use Checklists & Tasks
            • Docs
              • Document Permission Categories
              • Standardized Document Names
              • Managing and Using Doc Labels
              • Set Up and Manage Reference Docs & Links
                • Download and Use Reference Docs & Links
                  • Send Reference Docs & Links from a Transaction
                    • Receive Notifications when Documents are Added to Transactions
                    • Understanding Maildrop Addresses
                    • Finding Your Maildrop Address
                    • Upload a Doc
                    • Bulk Apply Unassigned Doc Labels
                    • Color-coded Custom Labels in Unassigned Docs
                    • Assign a Doc to a Transaction
                    • Managing and Storing Docs
                    • Breaking Apart Docs
                    • Managing Break Apart Templates
                    • Merging Docs
                    • Managing Comments on Docs
                    • Drag and Drop Doc Comments to Notes
                    • Reviewing Documents
                    • Managing Unreviewed Docs
                    • Entered Docs
                    • Sort Transaction Docs by Document Label
                    • Remember the Last Sort Order of Transaction Docs
                    • Recover Docs Deleted from Transactions and Unassigned Docs
                  • Contacts
                    • Manage Contacts
                    • Export Account-wide Contacts as a Spreadsheet
                    • Share Transaction Contacts Conveniently via Notes
                  • Messaging
                    • Email Docs & Notes from Transactions
                    • Received Emails
                    • Track Received Emails
                    • Track Received Email Messages and Attachments on Transactions
                    • Delete Received Emails from Transactions
                    • Send or Add Audio Messages from Transactions
                    • Emailing Outside/Co-op Agents
                    • Create & Manage Reusable Message Templates
                    • Formatting Transaction Notes / Emails
                    • Autofill Tags
                    • Shared Email Templates
                    • Schedule Messages Using Message Templates
                  • Searching
                    • Search, Sort, and Download
                    • Save Custom Searches & Sorts as Shortcuts
                  • Reporting
                    • Comparative Production Report
                    • Listing Inventory Report
                    • Pending Inventory Report
                    • Usage by Agent Report
                  • Integrations
                    • Import Transactions into Pipeline from Other Systems
                    • DocuSign
                      • Use Dropbox Sign with Paperless Pipeline
                      • Import Dropbox Docs into Unassigned Docs
                      • Does Paperless Pipeline offer an API?
                      • Paperless Pipeline API Through Zapier
                    • Commission Module
                      • Training
                        • Commission & Reporting Module: Getting Started
                        • Set Up Commission Module
                        • Use Commission Module
                      • Customize
                        • Configure Commission & CDA Settings
                        • Pay Third Parties Directly from the Agent's or Brokerage’s Commission
                        • Deduct Earnest Money Deposit at Closing
                        • Format CDA Special Instructions
                        • Client Fees
                        • Agent Fees
                        • Set Up Deduction Types
                        • Create and Use Commission Basis
                        • Give Staff the Ability to Enter Commission Details and Access Reports (Commission Module Permissions)
                        • Assistance with Multi-tier Commission Splits
                        • Add Agent Commission Splits
                        • Add Commission Notes for an Agent
                        • Add Agent Start Dates
                      • Manage Commissions
                        • Manage Commissions
                        • View Year-To-Date Production Numbers for Agents When Generating a CDA
                        • Distribute Commission to In-house Referring Agents
                      • Agent-level Reports
                        • Agent Commission Statement
                        • Your Commissions Report
                        • Receive Monthly Production Summary by Email
                      • Company-level Reports
                        • Aggregate Performance Report
                        • Commissions & Closings Report
                        • Pending Commissions Report
                        • Download a Pending Commissions Report
                        • Agent Income Report
                        • Agent Units Report
                        • Agent Production Report
                        • Lead Sources Report
                      • Ways to Use Commission Module
                        • Email a CDA to Title / Escrow / Attorney
                        • Track Referrers
                        • Track Outside Referral Commission
                        • Track Referral Commissions Paid to Other Brokerages
                  • What's New in Paperless Pipeline
                  • How to Get Help
                    • Home

                    I am an admin.

                    Training

                    Access & Use Pipeline

                    Admin Settings

                    Locations & Users

                    Transactions

                    Checklists & Tasks

                    Docs

                    Contacts

                    Messaging

                    Searching

                    Reporting

                    Integrations

                    Commission Module