Updated Articles

  1. Import Dropbox Docs into Unassigned Docs

    Last Updated: 04/05/2024 in Guides By Topic Integrations
    SUMMARY Learn how to import documents from Dropbox. Short version: 1) Open the Unassigned Docs page. 2) Click "Import from Dropbox" from the left menu. 3) Select documents to import and click "Choose" to complete the import. IN THIS ARTICLE ...

  2. Track Referrers

    Last Updated: 04/05/2024 in Guides Ways to Use Pipeline Commission Module
    SUMMARY Pipeline will automatically detect referrers on transactions and apply them to CDAs. Identify a Referrer To identify a referrer, add the person as a contact on the transaction. here's how: From any transaction, scroll down to the “A...

  3. Perform a Hard Refresh and Clear a Browser's Cache

    Last Updated: 04/05/2024 in Guides FAQ & Troubleshooting Access & General Use
    SUMMARY Occasionally, you may need to clear your web browser's cache if you are seeing old content on Paperless Pipeline. Clearing the browser cache, allows the browser to retrieve the latest content again. IN THIS ARTICLE Restart the Compute...

  4. Handling Large Backups

    Last Updated: 04/05/2024 in Guides FAQ & Troubleshooting Account
    SUMMARY Downloads of large files will sometimes get interrupted due to network problems or bandwidth caps and fair-use limits imposed by ISPs. Follow the steps outlined in this article to resume interrupted downloads across multiple browsers. IN...

  5. How to Sort Downloaded Transaction Spreadsheets

    Last Updated: 04/05/2024 in Guides Ways to Use Pipeline Searching & Reporting
    SUMMARY   A list of transactions and their details can be downloaded from Paperless Pipeline by admins. This article explains how to download and sort transaction spreadsheets. IN THIS ARTICLE How to Download Transaction Spreadsheets How to...

  6. Add a Pipeline Icon to a Mobile Device’s Home Screen

    Last Updated: 04/05/2024 in Guides Ways to Use Pipeline Access & General Use
    SUMMARY Place a Paperless Pipeline icon on your smartphone’s or tablet’s home screen to access Pipeline with one touch.  IN THIS ARTICLE IOS Devices (iPhone, iPad, & iPod Touch) Android Devices Windows 8, 8.1, RT Pipeline Pro Webinar...

  7. Export Account-wide Contacts as a Spreadsheet

    Last Updated: 04/05/2024 in Guides By Topic Contacts
    SUMMARY Master Admins can use this feature to export contacts across all transactions. Short version:  1) From the transaction, click [All Contacts] from the "Downloads" section of the left menu. 2) Once downloaded, sort and filter as needed to ...

  8. Email a CDA to Title / Escrow / Attorney

    Last Updated: 04/05/2024 in Guides Ways to Use Pipeline Commission Module
    SUMMARY Quickly email a commission disbursement authorization from any transaction. Email a Commission Disbursement Authorization From inside the transaction, click [Note/Email]. Enter the contact’s email address. If the person handling th...

  9. Enable a Browser to Open PDF Docs in Adobe Reader

    Last Updated: 04/05/2024 in Guides FAQ & Troubleshooting Docs
    SUMMARY If you have trouble opening PDF docs in your browser's default PDF viewer, you can change your browser settings to use Adobe's PDF Reader. Perform the Steps Outlined on the Following Adobe Help Page Adobe Acrobat Help / Display PDF in b...

  10. Download Individual Transactions on Demand

    Last Updated: 04/05/2024 in Guides By Topic Transactions
    SUMMARY Download and hand off closed transactions to agents and others without waiting for monthly backups. IN THIS ARTICLE Download an Individual Transaction Download an Individual Transaction To download an individual transaction: ...