Popular Articles

  1. Search A Transaction's Activity History

    Last Updated: 04/05/2024 in Guides By Topic Transactions
    Search a transaction's Activity History to find specific activity based on the type of update, the person who made it, or the time period. Use the Transaction History to verify a particular action or gain insight into what's happened on the transaction since it was created.

  2. Pin A Checklist On A Transaction

    Last Updated: 12/12/2023 in Guides By Topic Checklists & Tasks
    Pin a checklist on a transaction to the top the Checklists area. By default, checklists appear in the order they're added with the most recent at the top. A pinned checklist will remain at the top even once new checklists are added.

  3. Custom Formatting Help for Transaction Names

    Last Updated: 06/10/2024 in Guides By Topic Transactions
    SUMMARY Use this feature to promote standard transaction naming conventions by displaying customized instructions below the transaction name field. Short version: 1) Click your name in the upper right corner then "Admin / Settings." 2) Fill the...

  4. Enable or Disable Scrolling on Checklists

    Last Updated: 04/05/2024 in Guides By Topic Checklists & Tasks
    SUMMARY  Checklist scrolling allows checklists to scroll independently of the main page, allowing you to control which tasks or which part of your main page is displayed at any given time . Being able to  independently  scroll checklists is...

  5. Email a CDA to Title / Escrow / Attorney

    Last Updated: 04/05/2024 in Guides Ways to Use Pipeline Commission Module
    SUMMARY Quickly email a commission disbursement authorization from any transaction. Email a Commission Disbursement Authorization From inside the transaction, click [Note/Email]. Enter the contact’s email address. If the person handling th...

  6. Give Staff the Ability to Enter Commission Details and Access Reports (Commission Module Permissions)

    Last Updated: 07/15/2024 in Guides By Topic Commission Module Customize
    SUMMARY Paperless Pipeline’s commission module allows staff to be given permissions to enter commissions and access production reports. 1:21 Grant Commission Module User Permissions This permission allows this person to manage ...

  7. Arizona Brokers Transaction Logs

    Last Updated: 04/05/2024 in Guides Ways to Use Pipeline Transactions
    SUMMARY   This article explains how to separate transaction numbers from MLS IDs for use in Transaction Logs mandated by state regulations. Arizona Brokers Arizona brokers are required to keep a log of all rental, listing, and sale transactions. ...

  8. Home Page Announcement

    Last Updated: 07/15/2024 in Guides By Topic Account
    Home Page Announcements are an easy way to keep agents and admins in the loop.

  9. Monthly Combined Billing Report Email for Enterprises

    Last Updated: 09/18/2024 in Guides By Topic Enterprise Portal
    Each month, Enterprises receive the Combined Billing Report via email, which offers a comprehensive view of payment history across all accounts during the previous month. Introduction The Combined Billing Report, delivered to En...

  10. Bulk Apply Unassigned Doc Labels

    Last Updated: 04/05/2024 in Guides By Topic Docs
    SUMMARY This article will teach you how to apply labels to multiple unassigned documents at once. IN THIS ARTICLE Apply Labels to Multiple Docs :26 Apply Labels to Multiple Docs Click [Unassigned] from the top menu. ...