More Admin Tasks

Articles

 Delete a Transaction
SUMMARY Deleting a transaction removes it from Paperless Pipeline permanently. Master admins have the ability to delete transactions. Short version: 1) Open the transaction. 2) Click the "Delete this transaction" button at the b...
Using the Reference Area
SUMMARY The Reference area is a great place to store frequently used forms, disclosures, training materials, and other documents your team needs access to on a regular basis. IN THIS ARTICLE Upload Documents Name and Categorize a Document ...
Delete Received Emails from Transactions
SUMMARY Master admin can delete received emails and their corresponding notes from transactions. Delete an Email from Received Emails To delete an email from Received Emails: Navigate to the transaction. Click [Received...
 Download Individual Transactions on Demand
SUMMARY Download and hand off closed transactions to agents and others without waiting for monthly backups. Download an Individual Transaction To download an individual transaction: From the Transaction you’d like to download, click ...
Shared Email Templates
SUMMARY Note and email templates are shareable between admins. After creating a note/email, click the "Share with other admins" checkbox. It will appear in the Saved message templates dropdown list of other admins' shared templates. ...
Managing Expiration Dates of Listings
SUMMARY Paperless Pipeline allows you to manage expiration dates of listings in two ways: automatic expiration mode or managing expiration dates manually. Depending on your office’s workflow, you can choose either one. IN THIS ARTI...
Download a Report of Transactions and Filter by Status, Close Date, or Other Fields
SUMMARY Download a spreadsheet of transactions for the current year, last year, or all-time. Then use Microsoft Excel (or your preferred spreadsheet software) to sort or filter by any transaction field. Download a Transaction Spreadsheet ...
 Store Website Links within Reference
SUMMARY The Reference area can be used to store commonly needed website links so agents and admins can access them quickly. :42 Access the Reference Page Click Reference from the top of any page. From the Reference page, click [A...
 Standardized Document Names
SUMMARY Standardizing your company's document names makes it easy for your agents and admins to comply with your company's document naming conventions. When your users add documents to a transaction, they will be able select a predefined s...
 Managing and Using Doc Labels
SUMMARY Use custom color-coded document labels on your transaction's docs for easy sorting and categorizing. IN THIS ARTICLE Define Document Labels Apply a Label to a Document Paperless Pipeline Pro Webinar: Document Labels - Best P...
 Export Account-wide Contacts as a Spreadsheet
SUMMARY Master Admins can use this feature to export contacts across all transactions. Short version:  1) From the transaction, click [All Contacts] from the "Downloads" section of the left menu. 2) Once downloaded, sort and filte...
 Bulk Apply Unassigned Doc Labels
SUMMARY This article will teach you how to apply labels to multiple unassigned documents at once. :26 Apply labels to multiple docs Click [Unassigned] from the top menu. Click the checkboxes next to the documents you&rs...
 Zip Codes Extracted from Property Addresses
SUMMARY Paperless Pipeline automatically extracts zip codes from transaction names for subsequent reporting and searching. IN THIS ARTICLE Search by Zipcode Download a Spreadsheet Report Locate Transactions by Zip Code 1:09 ...
 Search on Tasks Page
SUMMARY Task searching allows admins to efficiently manage tasks for themselves and their agents. IN THIS ARTICLE Search Tasks Sort Tasks :27 Search Tasks Admin can search tasks to locate the desired ones easily. To searc...
 Viewing History of Reviewed Docs for Compliance
SUMMARY Paperless Pipeline helps you stay compliant by keeping a time and date log of every document you review. IN THIS ARTICLE How to View History of Reviewed Docs for Compliance Download Transaction History 1:27 How to...
Managing Unreviewed Docs
SUMMARY Easily search, sort, and filter Unreviewed docs based on broker review priorities. IN THIS ARTICLE Searching Sorting Filtering Identifying Docs Needing Review Pipeline Pro Webinar: Time Saving Doc Review Tips Searchin...
 Updating Credit Card Information
SUMMARY You can update the credit card that Paperless Pipeline uses to charge your account. But first, note that only master admins are able to change the credit card information. :59 Update Your Credit Card To update your credit card...
Billing Basics
SUMMARY Securely manage your billing information directly in Paperless Pipeline. IN THIS ARTICLE Upgrade / Downgrade Your Account Monthly Limit / Transaction File Quota Update Credit Card Cancelling Your Account FAQ Upgrade ...
Entered Docs
SUMMARY The "Entered Docs" feature allows admins to keep track of documents that have been entered into an accounting system or any other external system that's part of your transaction management workflow. IN THIS ARTICLE Enabl...
Recover Docs Deleted from Transactions and Unassigned Docs
SUMMARY Master Admins and document deleters can quickly recover docs that have been deleted from transactions and Unassigned Docs. IN THIS ARTICLE Recover Docs Deleted from a Transaction Recover Docs Deleted from Unassigned Docs Who Can...
How to Sort Downloaded Transaction Spreadsheets
SUMMARY   A list of transactions and their details can be downloaded from Paperless Pipeline by admins. This article explains how to download and sort transaction spreadsheets. IN THIS ARTICLE How to Download Transaction Spreadsheets H...