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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Learn about Document Permission Categories. Introduction Document Permission Categories let the system know who should be able to view a doc on a transaction. Every doc added to a transaction must have a Permission Category ....
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SUMMARY An admin can control the visibility of each task on checklist templates. This adds an extra layer of privacy, organizes tasks more effectively, and eliminates involvement of users not responsible for tasks. IN THIS ARTICLE Video: Set T...
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Last Updated: 07/15/2024
in Guides By Topic Messaging
SUMMARY Note and email templates are shareable between admins. After creating a note/email, click the "Share with other admins" checkbox. It will appear in the Saved message templates dropdown list of other admins' shared templates. IN THIS AR...
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Last Updated: 05/15/2024
in Guides By Topic Messaging
Pipeline's formatting options enhance the readability, visual appeal, and engagement of your messages, email signatures, and announcements. Introduction Use Pipeline's formatting options to make messages easier to read, more visually appealing...
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Last Updated: 06/10/2024
in Guides By Topic Docs
SUMMARY Use custom color-coded document labels on your transaction's docs for easy sorting and categorizing. IN THIS ARTICLE Define Document Labels Apply a Label to a Document Paperless Pipeline Pro Webinar: Document Labels - Best Pra...
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Last Updated: 07/15/2024
in Guides By Topic Docs
SUMMARY Learn how to set up Standardized Document Names. Standardized Document Names help keep your company's docs organized, and help your admin and agents comply with your company's preferred Document Names , Document Labels , and Permi...
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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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SUMMARY Locations can be used to represent physical office locations, teams, or any other group that benefits from segmented permissions, transactions, and users. Learn how to add, edit, and deactivate Locations . IN THIS ARTICLE Intr...
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SUMMARY Define a primary admin for each of your locations for optimal communication with agents. All system-generated emails will be sent from this admin, giving agents the most appropriate go-to person to reply to. This article will show you ho...