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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,...
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SUMMARY Problem: PDF documents display jumbled or scrambled letters. Cause: Those docs contain non-standard fonts that can not be reliably read or processed. Solution: Re-scan and re-upload the doc to Pipeline. PROBLEM After uploading, br...
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Last Updated: 02/13/2024
in Guides By Topic Messaging SUMMARY Learn how to create and manage reusable Message Templates . IN THIS ARTICLE Introduction Video 🎥 Who Can Do This? How To Create a Message Template When Sending a Message Manage Message Templates Outside of Transact...
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Last Updated: 04/27/2025
in Guides By Topic Messaging
SUMMARY
Learn how to send messages and docs directly from a transaction to internal and external recipients.
IN THIS ARTICLE
Introduction
Who Can Do This?
Video 🎥
Send a Transaction Note or Email
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SUMMARY This guide walks agents through Paperless Pipeline's basics: logging into the system, creating transactions, locating and checking the status of their existing transactions, uploading and assigning documents to transactions, and communic...
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SUMMARY Learn how to add, edit, copy, download, and delete Checklist Templates. IN THIS ARTICLE Introduction Who Can Do This? Add a Checklist Template 🎥 Basic Info Locations Checklist Name Automatically Apply to Transac...
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SUMMARY Agents can receive monthly production reports containing their year-to-date and previous month's production numbers, including sales volumes and commissions. Short version: To turn on the company-wide setting to allow the reports to b...
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Last Updated: 04/03/2024
in Guides By Topic Messaging SUMMARY Learn how Autofill Tags within Message Templates allow Pipeline to do the typing for you. When you use Autofill Tags within Message Templates to send a note or email, information from the transaction will be added to your messa...
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Last Updated: 02/27/2025
in Guides By Topic Account
SUMMARY Monthly backups are included in your Paperless Pipeline plan and are automatically generated and accessible from within your account. IN THIS ARTICLE Monthly Backups Accessing Backups What's Included How is the Monthly Back...
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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY This article explains how you can upload docs manually, by dragging and dropping, via email, and directly to a transaction. Docs may be uploaded to a general holding area called Unassigned from where they can later be assigned to a tran...