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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 ...
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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...
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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...
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SUMMARY Learn how to save and manage shortcuts to your frequently used searches and sorts for transactions, tasks, and unreviewed docs. IN THIS ARTICLE Introduction Who Can Do This? How To Save a Custom Search/Sort as a Shortcut ...
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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: 06/10/2024
in Guides By Topic Transactions
SUMMARY Paperless Pipeline automatically detects the side of a transaction your office represents, allowing you to easily differentiate listing and buying-side transactions. You can filter transactions by side and auto-assign checklist templates...
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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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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...