Popular Articles

  1. Security

    Last Updated: 06/06/2024 in Guides By Topic Access & General Use

  2. Docs

    Last Updated: 04/03/2024 in I am an admin.
    Document Permission Categories Standardized Document Names Managing and Using Doc Labels Set Up and Manage Reference Docs & Links Download and Use Reference Docs & Links Send Reference Docs & Links from a Transactio...

  3. Send Reference Docs & Links from a Transaction

    Last Updated: 06/05/2024 in Guides By Topic Docs

  4. Tracking Lead Sources

    Last Updated: 07/15/2024 in Guides By Topic Transactions
    SUMMARY   This article will show you how to create and use custom lead sources to help measure the effectiveness of your advertising campaigns. Examples of lead sources may include  Sphere of Influence, Realtor.com, Google AdWords, etc.  You can...

  5. Use Paperless Pipeline for storing HR (Human Resource) files for Agents and Employees

    Last Updated: 04/05/2024 in Guides Ways to Use Pipeline Transactions
    SUMMARY You can use Pipeline’s transactions to keep track of HR related files and information like hire dates, termination dates, contract files, license expiration dates, and birthdays. IN THIS ARTICLE Create a Custom HR Status Hide a Cus...

  6. Emailing Outside/Co-op Agents

    Last Updated: 04/03/2024 in Guides By Topic Messaging
    SUMMARY If your transaction has an outside co-op agent, you can now record their email address and easily send notes to them. IN THIS ARTICLE Add a Co-op / Outside Agent Email an Outside Agent :50 Add a Co-op / Outside Agent ...

  7. Account

    Last Updated: 04/03/2024 in I am an admin.
    Company Settings Home Page Announcement Billing Basics Billing History Update Credit Card Information Two-factor Authentication Monthly Backups Exclude Active Transactions from Monthly Backups FAQ...

  8. Entered Docs

    Last Updated: 07/15/2024 in Guides By Topic Docs
    SUMMARY The "Entered Docs" feature allows admins to keep track of documents that have been entered into an accounting system or any other external system that's part of your transaction management workflow. IN THIS ARTICLE Enable Entered Do...

  9. Understanding Admins

    Last Updated: 12/07/2023 in Guides By Topic Locations & Users
    There are two main classifications of admin in Paperless Pipeline: master admin and location admin. These two classifications are described in the following article. Master Admin Master admin have full permissions and access to data across an ...

  10. Perform a Hard Refresh and Clear a Browser's Cache

    Last Updated: 04/05/2024 in Guides FAQ & Troubleshooting Access & General Use
    SUMMARY Occasionally, you may need to clear your web browser's cache if you are seeing old content on Paperless Pipeline. Clearing the browser cache, allows the browser to retrieve the latest content again. IN THIS ARTICLE Restart the Compute...