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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY Import your Pipeline contact information easily into your address book and email software using Virtual Business Cards (vCards). IN THIS ARTICLE How to Download an Agent's vCard How to Install an Agent's vCard on Android Devices ...
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SUMMARY Learn how to download a checklist from a transaction to collaborate or share offline. IN THIS ARTICLE Introduction Who Can Do This? Download a Transaction Checklist View the Download Introduction Checklist tasks nea...
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PROBLEM After uploading, breaking apart, merging or rotating a doc in Paperless Pipeline, signatures or filled in data on documents don't appear in Paperless Pipeline's preview page that is displayed when you click the document name. CAUSE ...
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SUMMARY Download a spreadsheet of transactions for the current year, last year, or all-time. Then use Microsoft Excel (or your preferred spreadsheet software) to sort or filter by any transaction field. IN THIS ARTICLE Download a Transaction ...
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Last Updated: 04/05/2024
in Guides By Topic Integrations SUMMARY Paperless Pipeline offers two API (Application Programming Interface) options: 1) Single Sign-On (SSO) and 2) Integration with other systems via Zapier ( a third party application that connects separate systems) In this arti...
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Last Updated: 04/05/2024
in Guides By Topic Messaging SUMMARY
Master admin can delete received emails and their corresponding notes from transactions.
Delete an Email from Received Emails
To delete an email from Received Emails:
Navigate to the transaction.
Click [Received...
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SUMMARY Learn how to distribute commission to an in-house referring agent. :43 Use this feature only for transactions where one of your agents is referring a client to another one of your agents. Learn more here: Track Referra...
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Last Updated: 04/05/2024
in Guides By Topic Transactions
SUMMARY Learn how to tag any user on a transaction as an assistant. IN THIS ARTICLE Add an Assistant Remove an Assistant :48 Add an Assistant To tag a user as an assistant on a transaction: Designate the person as a ...
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SUMMARY Do you ever have transactions where the earnest money deposit is held and deducted from the total payable commission to your company? Learn how to allow earnest money deposit deductions at closing. As of 4/2/17, the "Generate CDA" op...
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SUMMARY This article describes how to customize the number of reporting days on certain reports by changing the number in the URL. IN THIS ARTICLE Which Reports can be Customized How to Customize Reports How to Save Your Customized Repo...