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:
- Ctrl + Alt + T (Windows)
- Ctrl + Opt + T (MacOS)
Upload Docs
To upload new docs, press the keys:
- Ctrl + Alt + D (Windows)
- Ctrl + Opt + D (MacOS)
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:
- Ctrl + Alt + 1 (Windows)
- Ctrl + Opt + 1 (MacOS)
Go to Transactions List Page
To go to the Transactions List page, press the keys:
- Ctrl + Alt + 2 (Windows)
- Ctrl + Opt + 2 (MacOS)
Go to Tasks Page
To go to the Tasks page, press the keys:
- Ctrl + Alt + 3 (Windows)
- Ctrl + Opt + 3 (MacOS)
Go to Unassigned Page
To go to the Unassigned page, press the keys:
- Ctrl + Alt + 4 (Windows)
- Ctrl + Opt + 4 (MacOS)
Go to Unreviewed Page
To go to the Unreviewed page, press the keys:
- Ctrl + Alt + 5 (Windows)
- Ctrl + Opt + 5 (MacOS)
Go to Reports Page
To go to the Reports page, press the keys:
- Ctrl + Alt + 6 (Windows)
- Ctrl + Opt + 6 (MacOS)
Go to Reference Page
To go to the Reference page, press the keys:
- Ctrl + Alt + 7 (Windows)
- Ctrl + Opt + 7 (MacOS)
Go to the Admin / Settings Area
To go to the Admin / Settings area, press the keys:
- Ctrl + Alt + Z (Windows)
- Ctrl + Opt + Z (MacOS)
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:
- Ctrl + Alt + E (Windows)
- Ctrl + Opt + E (MacOS)
Compose a Note / Email
To compose a note or email on a transaction, press the keys:
- Ctrl + Alt + N (Windows)
- Ctrl + Opt + N (MacOS)
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.
Show Next Page
To show the next page of the document, press "˃".
Show Previous Page
To show the next page of the document, press "˂".
Jump to a Specific Page
To jump to a specific page, type in the page number.
Mark a Doc as Reviewed
To mark a doc as reviewed, press the keys:
- Alt + R (Windows)
- Opt + R (MacOS)
Show Previous Doc
To show the previous document, press "Shift" + "˃".
Show Next Doc
To show the next document, press "Shift" + "˂".
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 | ˃ | ˃ |
| Go Back a Page | ˂ | ˂ |
| Jump to a Specific Page | Type in the page number. | Type in the page number. |
| Show Previous Doc | Shift + ˄ | Shift + ˄ |
| Show Next Doc | Shift + ˅ | Shift + ˅ |
| Mark a Doc as Reviewed (for Admins) | Alt + R | Opt + R |
Pipeline Pro Webinar: Keyboard Shortcuts
In this Pipeline Pro webinar, learn valuable keyboard shortcuts that will streamline and optimize your Pipeline skills.
