Updated Articles

  1. How to Get Help

    Last Updated: 05/16/2024
    Paperless Pipeline Customer Support   We provide unlimited support via email which allows us to best serve our customers in the most timely and efficient manner possible. During business hours, you can typically expect a response within ...

  2. Formatting in Pipeline

    Last Updated: 05/15/2024 in Guides By Topic Messaging
    Pipeline's formatting options enhance the readability, visual appeal, and engagement of your messages, email signatures, and announcements. Introduction Use Pipeline's formatting options to make messages easier to read, more visually appealing...

  3. Pipeline Pro Webinars

    Last Updated: 05/15/2024 in Guides By Topic Training Admin Training
    Currently on hiatus:  Paperless Pipeline Pro Webinars will return in the fall.  Join us Wednesdays for Pipeline Pro Webinars!  Pop in any Wednesday at 12:00pm Central and learn how to master the various areas in Paperless Pipeline. ...

  4.  Break Apart Docs (Video) 🎥

    Last Updated: 05/15/2024 in Guides By Topic Docs Break Apart Docs
    In this 2 minute video, you'll learn how to Break Apart Docs to split a large doc into separate docs or extract pages from a doc.

  5. Manage Checklists on Transactions

    Last Updated: 04/24/2024 in Guides By Topic Checklists & Tasks
    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...

  6. What's New (February 4, 2024)

    Last Updated: 04/07/2024 in What's New
    Break Apart: Split and Name Docs While Zoomed In If you need to get a closer look at a doc as you're breaking it apart, you can now complete the entire process while zooming in on a single page. You can now split, name, and assign permissions ...

  7. Manage Contacts

    Last Updated: 04/05/2024 in Guides By Topic Contacts
    Learn how Contacts work in Paperless Pipeline, including adding them to transactions, managing them, downloading them and more. Introduction What are Contacts? Contacts are people outside your Pipeline account involved in a transact...

  8. Share Transaction Contacts Conveniently via Notes

    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...

  9. Alternate Email Signatures

    Last Updated: 04/05/2024 in Guides By Topic Messaging
    Use an alternate email signature to either include an agent's signature when sending a message on their behalf, or to exclude a signature altogether when sending an unbranded email.

  10. Your Email Signature

    Last Updated: 04/05/2024 in Guides By Topic Messaging