Managing and Using Doc Labels

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


Define Document Labels

To define document labels:

  1. Go to Admin / Settings by clicking 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

Learn how document labels can help streamline your work processes as we cover best practices and special use cases for the labels.


View more Pipeline Pro Webinars here →