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Last Updated: 04/05/2024
in Guides By Topic Contacts SUMMARY Master Admins can use this feature to export contacts across all transactions. Short version: 1) From the transaction, click [All Contacts] from the "Downloads" section of the left menu. 2) Once downloaded, sort and filter as needed to ...
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Last Updated: 04/05/2024
in Guides By Topic Contacts
SUMMARY This article explains how to Add and Share Contacts via Notes. IN THIS ARTICLE How to Add and Share Contacts via Notes Include Contacts When Sending a Coversheet 1:10 How to Add and Share Contacts via Notes Nav...
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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 Paperless Pipeline sends out a daily email showing which tasks are overdue, due today, and due tomorrow. You can opt in or out of this email as shown below. You can also opt in or opt out your agents from receiving this email. This artic...
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SUMMARY Once you are ready for your agents and staff to start using Paperless Pipeline, you can send them a welcome email (containing their login credentials) right from Pipeline. This article will show you how to customize and send this email. ...
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Last Updated: 04/03/2024
in I am an admin.
Auto-detected Transaction Sides
Understanding Transaction Statuses
Customize Transaction Statuses
Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired
Creating and Using ...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY Use the New Offer feature when a listing gets one or more new offers or falls through and needs to be turned into a new listing. What is a "New Offer"? The New Offer feature is used to create a duplicate of an existing transaction...
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Last Updated: 04/05/2024
in Guides By Topic Integrations SUMMARY This article explains how to import transactions from another system by uploading a CSV file into Paperless Pipeline. IN THIS ARTICLE Download a Sample Spreadsheet Import a Custom Spreadsheet Tips for Importing Transactions ...
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Use DocuSign within Paperless Pipeline to send signature requests and automatically receive signed docs back in Pipeline. Introduction You can use Pipeline's integration with DocuSign to easily send signature requests from Pipeline and automatic...