More Admin Tasks

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" butto...

SUMMARY Learn how to use the Reference page as a library of your office's shared documents and links. Introduction The Reference page can be used as a library of your office's shared documents and links. It is a great place to...

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...

SUMMARY Download and hand off closed transactions to agents and others without waiting for monthly backups. IN THIS ARTICLE Download an Individual Transaction Download an Individual Transaction To download an individual transaction: ...

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...

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 ARTICLE M...

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. IN THIS ARTICLE Download a Transaction ...

SUMMARY The Reference area can be used to store commonly needed website links so agents and admins can access them quickly. IN THIS ARTICLE Access the Reference Page :42 Access the Reference Page Click Reference from the top ...

SUMMARY   Learn how to set up Standardized Document Names. Standardized Document Names  help keep your company's docs organized, and help your admin and agents comply with your company's preferred Document Names , Document Lab...

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...

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...

SUMMARY This article will teach you how to apply labels to multiple unassigned documents at once. IN THIS ARTICLE Apply Labels to Multiple Docs :26 Apply Labels to Multiple Docs Click [Unassigned] from the top menu. Cl...

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 ...

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...

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...

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...

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 ...

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...

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...

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...

SUMMARY Learn how to download a checklist from a transaction to collaborate or share offline. IN THIS ARTICLE Introduction Who Can Do This? Download a Transaction Checklist View the Download Introduction Checklist tasks nea...

Learn how to automatically generate scheduled messages based on transaction dates being met or checklist tasks being completed. Introduction Communication is crucial, so sending messages at the right time can make all the difference. Set your ...