SUMMARY This 4-minute video introduces agents to Paperless Pipeline’s basics: • Add Transactions • Upload Docs • Assign Docs to Transactions • Work with existing Transactions 3:40 ...
SUMMARY The Agent Commission Statement shows the breakdown of that agent’s commission on a specific transaction. This statement may be handed off to the agent along with their commission check. IN THIS ARTICLE Download an Agent Commission Sta...
SUMMARY Create checklist templates to be automatically or manually applied to transactions. Automate and designate tasks by setting visibility, automatic due dates, and key date indicators. Use @mention to highlight or assign tasks to individua...
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...
SUMMARY Learn how to instantly copy your doc comments into a note or email by dragging them into the message area. Drag and Drop a Comment to Notes To drag and drop a document comment into the note or email of a transaction: Go to the...
SUMMARY Learn how the merge docs feature makes it easy to combine multiple PDF's into a single document. Short version: 1) Open the transaction. 2) Click the [Merge Docs] button above the Docs area. 3) Select the docs to merge. 4) Click [Merg...
SUMMARY Short version: 1) Click the grey bubble next to the doc's name. 2) Enter your comment. 3) Click Save. The bubble will turn blue, indicating to others the presence of a comment on that doc. IN THIS ARTICLE Adding Comments Editin...
Two-factor authentication (2FA) adds an extra layer of security to your Pipeline account. It requires users to enter a security code sent to their login email before gaining access.
SUMMARY The Paperless Pipeline Home page is your control center. View a quick snapshot of your most important transactions, tasks, and documents to help you decide which areas need your greatest attention. IN THIS ARTICLE My Shortcuts ...