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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Send messages and docs into Paperless Pipeline via email using your dedicated maildrop address. You can even program your scanner to email scanned docs directly into Pipeline using this maildrop feature. Learn more about maildrop address...
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Last Updated: 04/05/2024
in Guides By Topic Docs
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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Learn about Document Permission Categories. Introduction Document Permission Categories let the system know who should be able to view a doc on a transaction. Every doc added to a transaction must have a Permission Category ....
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SUMMARY This article will show you how to sync your tasks with Google Calendar, iCal, and Outlook. IN THIS ARTICLE Sync and Unsync Tasks with Google Calendar Sync and Unsync Tasks with iCal Sync and Unsync Tasks with Outlook FAQ ...
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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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SUMMARY Checklist scrolling allows checklists to scroll independently of the main page, allowing you to control which tasks or which part of your main page is displayed at any given time . Being able to independently scroll checklists is...
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SUMMARY This article shows how to save time by utilizing smart checklists on transactions to readily identify checklist tasks that correspond to documents and documents that correspond to checklist tasks. The smart checklist features work bes...
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SUMMARY Checklists help admins and agents stay in compliance by tracking tasks, due dates, and required documents within a transaction. Each checklist contains a set of tasks. This article explains how checklists and tasks may be used to support...
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Last Updated: 04/05/2024
in Guides By Topic Transactions Search a transaction's Activity History to find specific activity based on the type of update, the person who made it, or the time period. Use the Transaction History to verify a particular action or gain insight into what's happened on the transaction since it was created.
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY The transactions list displays transactions a person has access to view. Only active transactions are displayed on the default view of this list. Search and filter options may be used to find and view inactive transactions. IN THIS AR...