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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: 04/05/2024
in Guides By Topic Docs
SUMMARY Master Admins and document deleters can quickly recover docs that have been deleted from transactions and Unassigned Docs. IN THIS ARTICLE Recover Docs Deleted from a Transaction Recover Docs Deleted from Unassigned Docs Who C...
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Last Updated: 06/10/2024
in Guides By Topic Account
SUMMARY You can update the credit card that Paperless Pipeline uses to charge your account. But first, note that only master admins are able to change the credit card information. :59 Update Your Credit Card To update your credit ca...
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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: 04/04/2024
in I am an admin. Training Commission & Reporting Module: Getting Started Set Up Commission Module Use Commission Module Customize Configure Commission & CDA Settings Pay Third Parties Directly from the Agent's or Brokerage’s Commission ...
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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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SUMMARY Learn how the Tasks page can help you track and manage overdue and upcoming tasks. IN THIS ARTICLE Introduction Who Can Do This? How To Navigate to the Tasks Page View Tasks on the Tasks Page View Agents Assigned...
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Is an agent unable to change a certain field on a transaction? For security and compliance reasons, agents' may only be able to perform certain actions on a transaction. This guide explains what is required for agents to edit each transaction fiel...
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SUMMARY Pipeline can automatically add specific checklists to transactions whenever the status, listing/selling side, or label of a transaction gets a desired value. 1:53 Create and Edit Checklists and Settings Click "Checkl...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY Learn how to tag any user on a transaction as an assistant. IN THIS ARTICLE Add an Assistant Remove an Assistant :48 Add an Assistant To tag a user as an assistant on a transaction: Designate the person as a ...