Use the Reference page as a library to store and share your company's frequently used forms, disclosures, training materials, and other documents or links your agents and admins needs access to regularly.
Once an admin adds docs or links to Reference, your team can easily access the information they need without having to hunt for it. Learn how to Download and Use Reference Docs & Links →
From the Reference page, admins can add, organize, and delete your company's shared Reference documents and links.
Add a document to the Reference page so your team can easily access it.
Who Can Do This? Admins.
To add a Reference doc:
- Go to the Reference page by clicking [Reference] from the top menu.
- Click [➕ Add Docs] at the top of the page.
- Choose Reference docs to upload by dragging them from your computer into the blue box, or by clicking the blue box to select them from your computer.
- Name the doc(s) by entering their Doc Name.
- Categorize the doc(s) by selecting [- Choose a category -] and choosing an existing Reference Category or by entering a new Category.
- Click [Upload Docs]. Once Reference docs are added, agents and admins can view, download and email them. Learn how →
Add a link to the Reference page so your team can easily access it.
Who Can Do This? Admins.
To add a Reference link:
- Go to the Reference page by clicking [Reference] from the top menu.
- Click [➕ Add Link] at the top of the page.
- Name the link by entering the Link Name.
- Enter the Link URL.
- Categorize the link by choosing [- Select a category -] and selecting an existing Reference Category or by entering a new Category.
- Click [Add Link]. Once Reference links are added, agents and admins can view and email them. Learn how →
Create a new category to appropriately group Reference docs and links.
Who Can Do This? Admins.
To create a new category on the Reference page:
- As you are adding / editing a Reference doc or link (described above), click the [- category -] dropdown menu.
- Type the name of the new Reference category.
- Continue adding or editing the Reference doc or link.
Update a Reference doc's name or move the doc to another category.
Who Can Do This? Admins.
To make a change to a Reference doc's name or category:
- Go to the Reference page by clicking [Reference] from the top menu.
- Click [⚙️] to the right of the doc you want to edit, then [Edit Doc].
- Update the doc's Name or Category.
- Click [Save].
Update a Reference link's name, URL or move it to another category.
Who Can Do This? Admins.
To make changes to a Reference link:
- Go to the Reference page by clicking [Reference] from the top menu.
- Click [⚙️] to the right of the link you want to edit, then [Edit Link].
- Update the link's Name, URL, or Category.
- Click [Save].
Update the name of a Reference Category to appropriately group docs and links.
Who Can Do This? Admins.
To change the name of a Reference Category:
- Go to the Reference page by clicking [Reference] from the top menu.
- Click [the pencil icon] to the right of the category you want to change.
- Enter the new name for the Reference Category.
- Click [Save].
Comment on a Reference doc or link to share more details about it with your team.
Who Can Do This? Admins.
To comment on a Reference doc or link:
- Go to the Reference page by clicking [Reference] from the top menu.
- Click [the comment icon] next to the doc or link you want to make a comment on.
- Add a new comment or make changes to an existing one:
• To add a new comment, enter it in the yellow comment box.
• To make changes to an existing comment, click [the edit icon] then update your comment.
- Click [Save]. Once comments are added, agents and admins see them when viewing Reference docs and links.
Change the order of your company's docs and links on the Reference page.
Who Can Do This? Admins.
To change the order of Reference docs and links within a Category:
- Go to the Reference page by clicking [Reference] from the top menu.
- Click a doc or link, then hold and drag it.
- Drop it into a new position within the Category.
Delete an unneeded doc or link on your company's Reference page.
Who Can Do This? Admins with permission to Delete any docs.
To delete an unneeded doc or link from the Reference page:
- Go to the Reference page by clicking [Reference] from the top menu.
- Click [⚙️] to the right of the doc or link you want to delete, then [Delete].
- Click [delete] again to confirm the deletion.
Delete multiple unneeded docs or links at once on your company's Reference page.
Who Can Do This? Admins with permission to View all transactions and Delete any docs.
To delete multiple unneeded docs or links from the Reference page at once:
- Go to the Reference page by clicking [Reference] from the top menu.
- Choose the docs or links you want to delete by checking the box for an individual doc, link or an entire category.
- Click [Delete Docs] at the top of the page.
- Click [Delete] again to confirm the bulk deletion.
Watch this to become a Pipeline Pro on the Reference page: Whether you need to implement initial roll-out training or ongoing training for new agents, you won't want to miss this session! You'll learn how to create custom training libraries that will help you train your team on the parts of Pipeline they need to know.
Who Can Do This? Paperless Pipeline Pro Webinars are for master admins and admins with permission to View all transactions.
Watch this to become a Pipeline Pro on the Reference page: This Pipeline Pro webinar covers the various options available on the Reference page as well as how to best utilize them.
Who Can Do This? Paperless Pipeline Pro Webinars are for master admins and admins with permission to View all transactions.
