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SUMMARY A list of transactions and their details can be downloaded from Paperless Pipeline by admins. This article explains how to download and sort transaction spreadsheets. IN THIS ARTICLE How to Download Transaction Spreadsheets How to...
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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Learn how to instantly copy your doc comments into a note or email by dragging them into the message area. Drag and Drop a Comment to Notes To drag and drop a document comment into the note or email of a transaction: Go to the...
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Last Updated: 04/05/2024
in Guides By Topic Docs SUMMARY Learn how to sort a transaction’s docs by their label. :40 Sort by Document Label To sort transaction documents by their labels: Open the transaction. Then scroll down to the document list. Click on the [Label] to sort the...
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PROBLEM You’re trying to use Paperless Pipeline, but it's responding very sluggishly. SOLUTIONS Trim down your unreviewed and unentered docs. If you have more than 5,000 unreviewed or unentered docs, this can cause parts of Pipeline to slow down....
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Last Updated: 07/15/2024
in Guides By Topic Transactions
SUMMARY Using this company-wide setting, you can control if your agents are allowed to set transaction statuses to closed, terminated, and expired. Short version: 1) Click your name in the upper right corner then "Admin / Settings". 2) Check ...
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When your office has both the selling and the listing sides of a transaction (a dual-sided deal), you can manage the two sides within a single transaction. Pipeline's permission system allows you to control who can see which side's docs....
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SUMMARY The Pending Commissions report lists commission figures for Pending transactions in a chosen time period. IN THIS ARTICLE Download a Pending Commissions Report Read the Report FAQ (Frequently Asked Questions) COLUMN DEFINIT...
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SUMMARY Download a spreadsheet of transactions for the current year, last year, or all-time. Then use Microsoft Excel (or your preferred spreadsheet software) to sort or filter by any transaction field. IN THIS ARTICLE Download a Transaction ...
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Last Updated: 04/03/2024
in Guides By Topic Messaging SUMMARY Record quick Audio Messages as an alternative to leaving a voicemail, to add a personalized recording to a transaction, or whenever it's more convenient. IN THIS ARTICLE Send or Add an Audio Message Listen to a Sent Audio Message ...