Popular Articles

  1. Formatting in Pipeline

    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...

  2. Keyboard Shortcuts

    Last Updated: 06/11/2024 in Guides By Topic Access & General Use
    Learn all about Paperless Pipeline's keyboard shortcuts for Windows and MacOS. Who Can Do This? Anyone. Quick Add From anywhere in Pipeline, use the available hot keys to quickly add a transaction or upload docs. Add Transaction To add a ...

  3. Managing and Using Doc Labels

    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...

  4. Set Task Visibility

    Last Updated: 07/15/2024 in Guides By Topic Checklists & Tasks
    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...

  5. Transaction Flags

    Last Updated: 07/15/2024 in Guides By Topic Transactions

  6. Use Commission Module

    Last Updated: 04/05/2024 in Guides By Topic Commission Module Training
    SUMMARY   Learn how to use Paperless Pipeline's Commission Module.  IN THIS ARTICLE Introduction Who Can Do This? Full Video (How to Use Commission Module) 🎥 HOW TO Manage Commissions on a Transaction 🎥 Escrow & Sale Info ...

  7. Manage Locations

    Last Updated: 07/15/2024 in Guides By Topic Locations & Users
    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...

  8. Download Checklist Templates as CSV Spreadsheet Files

    Last Updated: 07/15/2024 in Guides By Topic Checklists & Tasks
    SUMMARY Back up your checklist templates or share them with external managers and admins. Short version: 1) From the Checklists page in the Admin area, click the gear next to the template you want to back up or share. 2) Select “Download temp...

  9. Follow Up Boss Embedded App

    Last Updated: 01/03/2025 in Guides By Topic Integrations

  10. Does Paperless Pipeline offer an API?

    Last Updated: 04/05/2024 in Guides By Topic Integrations
    SUMMARY   Paperless Pipeline offers two API (Application Programming Interface) options:     1)  Single Sign-On (SSO) and     2) Integration with other systems via Zapier ( a third party application that connects separate systems) In this arti...