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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 search. Exam...
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Last Updated: 04/05/2024
in Guides By Topic Docs SUMMARY The reviewed checkbox is used to ensure all documents have been independently reviewed for accuracy and completeness by your staff. In this article, you'll learn how to review documents within Paperless Pipeline. IN THIS ARTICLE Unrev...
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SUMMARY Learn to download a personal commissions report that includes your sales volume and commission figures for your desired date range. IN THIS ARTICLE Introduction Who Can Do This? How To Download Your Commissions Report Rea...
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SUMMARY The Pending Inventory Report allows you to forecast future commissions for specified time periods. It includes sales and commission figures for all your pending transactions, and can be filtered by side, Transaction Label, and date range....
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SUMMARY Problem: PDF documents display jumbled or scrambled letters. Cause: Those docs contain non-standard fonts that can not be reliably read or processed. Solution: Re-scan and re-upload the doc to Pipeline. PROBLEM After uploading, br...
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SUMMARY The Pending Commissions report lists commission figures for Pending transactions in a chosen time period. IN THIS ARTICLE Download a Pending Commissions Report Read the Report FAQ (Frequently Asked Questions) COLUMN DEFINIT...
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SUMMARY Learn what to do if you are experiencing PDF docs turning black or white (blank). PROBLEM After uploading, breaking apart, merging or rotating a doc in Paperless Pipeline, one or more of the following occurs when previewing the doc in P...
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SUMMARY Learn how to deduct expenses that come out of the agent's or brokerage’s commission and need to be paid to a third party. 4:00 Some examples of third party payables include: Home warranty Charitable contribution Se...
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Last Updated: 04/05/2024
in Guides By Topic Integrations SUMMARY Learn about Paperless Pipeline's API through Zapier. Introduction You can connect Paperless Pipeline to your Zapier account to automate sending information from Paperless Pipeline to other applications. Once your Pipeline accou...
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PROBLEM You’re trying to use Paperless Pipeline, but it's responding very sluggishly. SOLUTIONS Trim down your unreviewed and unentered docs. If you have more than 5,000 unreviewed or unentered docs, this can cause parts of Pipeline to slow down....