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SUMMARY Users in Paperless Pipeline are people (such as agents and staff) who can log in to a company’s account. Short version: 1) 2) Click [Manage Users]. 3) Click [Add User]. 4) Complete the form to create a new user. 5) Click [Add User] t...
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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Send messages and docs into Paperless Pipeline via email using your dedicated maildrop address. You can even program your scanner to email scanned docs directly into Pipeline using this maildrop feature. Learn more about maildrop address...
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Last Updated: 07/15/2024
in Guides By Topic Transactions
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SUMMARY Master admin permissions are reserved for those who have been trained on admin functions of the system, have authority to view all data throughout the account, and will have ultimate accountability for all areas of the account. Learn mor...
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Last Updated: 04/05/2024
in Guides By Topic Messaging
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SUMMARY Agent fees are fees paid to the brokerage from an agent's commission. Once agent fees have been set up by a master admin on the Agent Fees page, those agent fees can be applied when managing commissions on transactions. IN THIS ART...
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SUMMARY
Learn how to manage and view checklists and tasks on transactions.
IN THIS ARTICLE
Introduction
HOW TO
Manage Transaction Checklists
Add a Checklist 🎥
Edit a Checklist Title
Reor...
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Last Updated: 04/05/2024
in Guides By Topic Docs
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SUMMARY Learn to set up Paperless Pipeline's Commission Module to support your office's specific commission needs. IN THIS ARTICLE Introduction Who Can Do This? Full Video (How to Set Up Commission Module)🎥 About the Commission D...
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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Learn how the merge docs feature makes it easy to combine multiple PDF's into a single document. Short version: 1) Open the transaction. 2) Click the [Merge Docs] button above the Docs area. 3) Select the docs to merge. 4) Click [Merg...