Tools, Tips, and Tricks

Articles

Unlock Admin Superpowers
SUMMARY This article introduces some of the advanced, time-saving features available to admins. IN THIS ARTICLE Match Checklist Tasks with Documents Keyboard Shortcuts Drag and Drop Contacts into Messages Using Dual Monitors Navig...
Receive Notifications when Documents are Added to Transactions
SUMMARY Admins can choose to be notified via email whenever an agent adds a document to a transaction. IN THIS ARTICLE Subscribe to Notifications Email Notification Triggers Subscribe to Notifications To subscribe to these notifica...
Managing and Storing Docs
SUMMARY   Learn to efficiently manage docs within Pipeline, including options and tips that will help you and your team save time and streamline your workflow. IN THIS ARTICLE Managing and Storing Docs Managing and Storing Docs 17...