Paperless Pipeline Keyboard Shortcuts

Use keyboard shortcuts to perform common tasks swiftly. The shortcuts work on Mac and PC.


Global Shortcuts

  • Add Transaction: Ctrl -Alt-T
  • Upload Doc: Ctrl -Alt-D
  • Go to each menu item on nav bar (use Ctrl -Alt-1, Ctrl -Alt-2, etc.)
  • Go to Admin area (if admin option is available to the user): Ctrl -Alt-Z.

Document Shortcuts

  • Page through previewed doc: ← (left arrow) or → (right arrow) keys
  • Jump to a page: Type in the corresponding page on a previewed doc (example: type "8" to jump to page 8)
  • Mark a doc as reviewed when it's preview is opened: Alt + R
  • When previewing a doc in either pop-out or inline modes, pressing Shift + ↑(up arrow) or Shift + ↓ (down arrow) will show the previous or next doc preview, if available.

Transaction Shortcuts

  • Add Note: Ctrl -Alt-N
  • Bulk Email Docs: Ctrl -Alt-E

Keyboard Shortcuts Infographic

Pipeline Pro Webinar Recording - Keyboard Shortcuts

In this Pipeline Pro webinar, learn valuable keyboard shortcuts that will streamline and optimize your Pipeline skills.


View more Pipeline Pro Webinars here →