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SUMMARY
This report shows the units earned by each agent in your company based on their transactions and transaction sides.
IN THIS ARTICLE
Generate an Agent Unit Report
Reading the Report
Generate an Agent ...
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Last Updated: 07/30/2025
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Last Updated: 04/05/2024
Paperless Pipeline Customer Support We provide unlimited support via email which allows us to best serve our customers in the most timely and efficient manner possible. During business hours, you can typically expect a response within ...
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SUMMARY This 4-minute video introduces agents to Paperless Pipeline’s basics: • Add Transactions • Upload Docs • Assign Docs to Transactions • Work with existing Transactions 3:40 ...
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SUMMARY An admin can use @mention to highlight or assign tasks to users or groups. IN THIS ARTICLE Video: Highlight a person's Task by @mentioning Them What is @mention? Mention a Person in a Task Mention a Group of People in a Ta...
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SUMMARY Checklists help admins and agents stay in compliance by tracking tasks, due dates, and required documents within a transaction. Each checklist contains a set of tasks. This article explains how checklists and tasks may be used to support...
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SUMMARY Learn what to do if you are experiencing PDF docs turning black or white (blank). PROBLEM After uploading, breaking apart, merging or rotating a doc in Paperless Pipeline, one or more of the following occurs when previewing the doc in P...
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Last Updated: 07/15/2024
in Guides By Topic Transactions
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Previously Recorded Pipeline Pro Webinars This article lists recordings of past Pipeline Pro Webinars. Learn more about Pipeline Pro Webinars here → IN THIS ARTICLE Scheduled Messaging (April 19, 2023) Message Template Magic (April 12,...