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Last Updated: 04/05/2024
in Guides By Topic Integrations SUMMARY Learn about Paperless Pipeline's API through Zapier. Introduction You can connect Paperless Pipeline to your Zapier account to automate sending information from Paperless Pipeline to other applications. Once your Pipeline accou...
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Last Updated: 04/05/2024
in Guides By Topic Contacts
Learn how Contacts work in Paperless Pipeline, including adding them to transactions, managing them, downloading them and more. Introduction What are Contacts? Contacts are people outside your Pipeline account involved in a transact...
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Last Updated: 10/21/2024
in Guides By Topic Docs
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SUMMARY The following are Paperless Pipeline's recommended browsers and the minimum system requirements for Windows / Mac users. Minimum System Requirements Microsoft Windows, Apple Mac OS X, Apple iOS, Android, Linux, any other desktop or mob...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY This article will help you to better understand transaction statuses and what role they play in identifying the stages of a transaction's lifecycle. IN THIS ARTICLE What are Transaction Statuses? Customizing Transaction Statuses ...
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SUMMARY Paperless Pipeline’s permissions system gives admins full control over actions users can perform. Admins can grant permissions based on each user’s job-specific responsibilities. This article provides step-by-step instruction on how to g...
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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Unassigned Docs is the general holding area for documents that have not yet been assigned to transactions. In this article, you'll learn how to assign Unassigned docs to transactions. Short Version: 1) Click "Unassigned" from the navi...
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SUMMARY Utilize the search options outlined in this article to quickly drill down to the transactions, tasks, and docs you need to work on. IN THIS ARTICLE Introduction Who Can Do This? How To Search Transactions Search Active T...
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SUMMARY This article explains the "A user with that email address already exists" system error. PROBLEM When trying to add a new user to your account, Paperless Pipeline returns the error: "A user with that email address already exists." REAS...