Tools, Tips, and Tricks

Articles

 Auto-detected Transaction Sides
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 b...
Allow Quick Selection of Categories When Assigning or Uploading Docs
SUMMARY This power user feature makes assigning doc categories lightning fast. When bulk uploading, the initial category selected is automatically applied to all docs. How to Bulk-select Categories Upload your docs to Unassigned docs or di...
Auto Text Entry (For Inserting Frequently Used Text)
SUMMARY Use the auto-text entry feature which uses pre-defined keystrokes to insert your commonly used text. How to Use Auto Text Entry If you find yourself repeatedly typing or pasting the same text into notes, emails or comments, an auto text ...
 Sort Transaction Docs by Document Label
SUMMARY Learn how to sort a transaction’s docs by their label. :40 Sort by Document Label To sort transaction documents by their labels: Open the transaction. Then scroll down to the document list. Click on the [Label] to so...
Remember the Last Sort Order of Transaction Docs
SUMMARY  Pipeline will automatically remember the last sort option you used on a transaction's docs. Whenever you go to any transaction, its docs will be sorted by your last sort order. Sort Transaction Docs In the docs section...
Search by Role on Manage Users Page
SUMMARY The Quick Search box allows you to search for users by their role and is accessible at the top of the Manage Users page . To search by role on the Manage Users page: Type in "role:" followed by the role you would like to sea...
Embedded Fonts
PROBLEM After uploading, breaking apart, merging or rotating a PDF doc in Paperless Pipeline, the following error message appears: CAUSE This problem is caused by PDF docs that contain non-standard fonts that are not embedded within it. In or...