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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. ...
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Access the Commission Summary to get a snapshot of company-wide production across multiple months and years.
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SUMMARY Learn how to download an Agent Income report. IN THIS ARTICLE Introduction Who Can Do This? Download an Agent Income Report View the Download COLUMN DEFINITIONS Sale Price Commission Basis Volume Commission ...
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Last Updated: 07/15/2024
in Guides By Topic Docs SUMMARY Learn how to use customized labels to distribute unassigned doc assignment responsibilities across multiple admins. IN THIS ARTICLE Define Custom Labels for Company Use Apply Labels 1:06 Define Custom Labels for Comp...
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SUMMARY The Quick Search box allows you to search for users by their role and is accessible at the top of the Manage Users page . To search by role on the Manage Users page: Type in "role:" followed by the role you would like to search. Exam...
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SUMMARY Learn how to create a start date for any agent who is part of your Paperless Pipeline account. Create a Start Date for an Agent To create a start date for an Agent: Click [Manage Users] from the left menu. Click the [Gear] next...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY Admins can have Paperless Pipeline automatically email agents 5 days in advance of a listing expiration or closing. This article includes examples of the emails sent when "Email agents expiring and closing transaction reminders" is check...
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Is the [➕ Add Transaction] option missing in your account? If you do not see that link, it means you do not have permission to add transactions. This guide explains what to do when you need to add a transaction but are unable to do so. Reason Wh...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
Learn how Optional Fields work in Paperless Pipeline, including turning on Optional Transaction Dates and Other Optional Fields .
Introduction What are Optional Fields? Optional Fields are additional prebuilt transaction fiel...