Quick Add
From anywhere in Pipeline, use the available hot keys to quickly add a transaction or upload docs.
Add Transaction
To add a new transaction, press the keys:
- Windows: Ctrl + Alt + T
- MacOS: Ctrl + Option (Opt) + T
Upload Docs
To upload new docs, press the keys:
- Windows: Ctrl + Alt + D
- MacOS: Ctrl + Option (Opt) + D
Quick Navigate
From anywhere in Pipeline, use the available hot keys to quickly navigate to a certain page from the top menu.
Go to Home Page
To go to the Home page, press the keys:
- Windows: Ctrl + Alt + 1
- MacOS: Ctrl + Option (Opt) + 1
Go to Transactions List Page
To go to the Transactions List page, press the keys:
- Windows: Ctrl + Alt + 2
- MacOS: Ctrl + Option (Opt) + 2
Go to Tasks Page
To go to the Tasks page, press the keys:
- Windows: Ctrl + Alt + 3
- MacOS: Ctrl + Option (Opt) + 3
Go to Unassigned Page
To go to the Unassigned page, press the keys:
- Windows: Ctrl + Alt + 4
- MacOS: Ctrl + Option (Opt) + 4
Go to Unreviewed Page
To go to the Unreviewed page, press the keys:
- Windows: Ctrl + Alt + 5
- MacOS: Ctrl + Option (Opt) + 5
Go to Reports Page
To go to the Reports page, press the keys:
- Windows: Ctrl + Alt + 6
- MacOS: Ctrl + Option (Opt) + 6
Go to Reference Page
To go to the Reference page, press the keys:
- Windows: Ctrl + Alt + 7
- MacOS: Ctrl + Option (Opt) + 7
Go to the Admin / Settings Area
To go to the Admin / Settings area, press the keys:
- Windows: Ctrl + Alt + Z
- MacOS: Ctrl + Option (Opt) + Z
Transactions
Use the available transaction hot keys while you're viewing a transaction.
Edit a Transaction
To edit the transaction you are viewing, press the keys:
- Windows: Ctrl + Alt + E
- MacOS: Ctrl + Option (Opt) + E
Compose a Note / Email
To compose a note or email on a transaction, press the keys:
- Windows: Ctrl + Alt + N
- MacOS: Ctrl + Option (Opt) + N
Documents
While you're previewing documents in Pipeline, use the available hot keys to quickly navigate through docs and (for admins) mark them as reviewed.
Move Forward a Page
Press the Right Arrow (→) key.
Go Back a Page
Press the Left Arrow (←) key.
Jump to a Specific Page
Type the page number.
Go to First / Last Page
- First Page: Shift + Left Arrow (←)
- Last Page: Shift + Right Arrow (→)
Show Previous Doc
Press Shift + Up Arrow (↑).
Show Next Doc
Press Shift + Down Arrow (↓).
Mark a Doc as Reviewed (Admins Only)
- Windows: Alt + R
- MacOS: Option (Opt) + R
Close Preview
Press the Esc key.
Complete List of Hot Keys
Quick Add | ||
| Commands | Windows | MacOS |
| Add Transaction | Ctrl + Alt + T | Ctrl + Opt + T |
| Upload Docs | Ctrl + Alt + D | Ctrl + Opt + D |
Quick Navigate | ||
| Commands | Windows | MacOS |
| Go to Home page | Ctrl + Alt + 1 | Ctrl + Opt + 1 |
| Go to Transactions List page | Ctrl + Alt + 2 | Ctrl + Opt + 2 |
| Go to Tasks page | Ctrl + Alt + 3 | Ctrl + Opt + 3 |
| Go to Unassigned page | Ctrl + Alt + 4 | Ctrl + Opt + 4 |
| Go to Unreviewed page | Ctrl + Alt + 5 | Ctrl + Opt + 5 |
| Go to Reports page | Ctrl + Alt + 6 | Ctrl + Opt + 6 |
| Go to Reference page | Ctrl + Alt + 7 | Ctrl + Opt + 7 |
| Go to Admin / Settings area | Ctrl + Alt + Z | Ctrl + Opt + Z |
Transactions | ||
| Commands | Windows | MacOS |
| Edit a Transaction | Ctrl + Alt + E | Ctrl + Opt + E |
| Compose a Note / Email | Ctrl + Alt + N | Ctrl + Opt + N |
Documents | ||
| Commands | Windows | MacOS |
| Move Forward a Page | Right Arrow (→) | Right Arrow (→) |
| Go Back a Page | Left Arrow (←) | Left Arrow (←) |
| Jump to a Specific Page | Type page number | Type page number |
| First Page | Shift + Left Arrow (←) | Shift + Left Arrow (←) |
| Last Page | Shift + Right Arrow (→) | Shift + Right Arrow (→) |
| Show Previous Doc | Shift + Up Arrow (↑) | Shift + Up Arrow (↑) |
| Show Next Doc | Shift + Down Arrow (↓) | Shift + Down Arrow (↓) |
| Mark a Doc as Reviewed (for Admins) | Alt + R | Opt + R |
| Close Preview | Esc | Esc |
Pipeline Pro Webinar: Keyboard Shortcuts
In this Pipeline Pro webinar, learn valuable keyboard shortcuts that will streamline and optimize your Pipeline skills.
