Managing and Using Doc Labels

SUMMARY
Use custom color-coded document labels on your transaction's docs for easy sorting and categorizing.

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Define Document Labels

To define document labels:

  1. Click your name in the upper right corner then "Admin / Settings".
  2. Click [Document Labels].
  3. Click directly on a label name or click the gear, then [Edit Label].Then, give that colored label a name.
  4. Enter document types, custom categories, statuses, initials of admins, or whatever classification of docs meets your office’s needs.

Apply a Label to a Document

to apply a label to a document:

  1. Go to a transaction's docs and hover over a doc name until a label icon appears.
  2. Click it to select the desired label or to remove a label. Use the same process on Unassigned Docs.

Paperless Pipeline Pro Webinar: Document Labels - Best Practices and Special Uses

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View more Pipeline Pro Webinars here →