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SUMMARY Define a primary admin for each of your locations for optimal communication with agents. All system-generated emails will be sent from this admin, giving agents the most appropriate go-to person to reply to. This article will show you ho...
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SUMMARY To add multiple tasks at once when setting up a checklist template, paste or type in a list of tasks in the Bulk Add Tasks box, then click [Add Tasks] to add the tasks to the template. How to Bulk Add Tasks To bulk add tasks to a check...
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Last Updated: 07/15/2024
in Guides By Topic Docs
SUMMARY The "Entered Docs" feature allows admins to keep track of documents that have been entered into an accounting system or any other external system that's part of your transaction management workflow. IN THIS ARTICLE Enable Entered Do...
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Last Updated: 07/15/2024
in Guides By Topic Transactions
SUMMARY Using this company-wide setting, you can control if your agents are allowed to set transaction statuses to closed, terminated, and expired. Short version: 1) Click your name in the upper right corner then "Admin / Settings". 2) Check ...
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SUMMARY This article shows you how to control the order in which auto-assigned checklists are displayed on transactions. This can come in handy if there are several lists being auto-assigned at once. IN THIS ARTICLE Overview Set Up Check...
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SUMMARY Pipeline can automatically add specific checklists to transactions whenever the status, listing/selling side, or label of a transaction gets a desired value. 1:53 Create and Edit Checklists and Settings Click "Checkl...
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SUMMARY Locations can be used to represent physical office locations, teams, or any other group that benefits from segmented permissions, transactions, and users. Learn how to add, edit, and deactivate Locations . IN THIS ARTICLE Intr...
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SUMMARY Learn how to create a start date for any agent who is part of your Paperless Pipeline account. Create a Start Date for an Agent To create a start date for an Agent: Click [Manage Users] from the left menu. Click the [Gear] next...
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Last Updated: 07/15/2024
in Guides By Topic Transactions
SUMMARY This article describes how you can create custom transaction statuses to match your company's transaction management workflow. IN THIS ARTICLE Add a New Status Edit a Status Deactivate a Status FAQ Add a New Status ...
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SUMMARY Paperless Pipeline’s commission module allows staff to be given permissions to enter commissions and access production reports. 1:21 Grant Commission Module User Permissions This permission allows this person to manage ...