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Last Updated: 07/15/2024
in Guides By Topic Docs
SUMMARY Break apart templates enable you to quickly apply a standard break apart configuration to a document. This can be helpful if you regularly scan a group of docs into Pipeline in the same order. IN THIS ARTICLE Create a Break Apart T...
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SUMMARY Learn how to use Key Dates to designate tasks in your Checklist Templates as important timeline dates that can be displayed on your transaction coversheets, synced to your calendar app, and autofilled into emails and message templates...
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SUMMARY An admin can use @mention to highlight or assign tasks to users or groups. IN THIS ARTICLE Video: Highlight a person's Task by @mentioning Them What is @mention? Mention a Person in a Task Mention a Group of People in a Ta...
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SUMMARY Back up your checklist templates or share them with external managers and admins. Short version: 1) From the Checklists page in the Admin area, click the gear next to the template you want to back up or share. 2) Select “Download temp...
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Last Updated: 07/15/2024
in Guides By Topic Docs
SUMMARY Learn how to set up Standardized Document Names. Standardized Document Names help keep your company's docs organized, and help your admin and agents comply with your company's preferred Document Names , Document Labels , and Permi...
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Last Updated: 07/15/2024
in Guides By Topic Transactions
SUMMARY Learn how to set default values (including placeholder information) to be automatically inserted into the More Info , Admin Info , and Commission Summary fields on all new transactions. IN THIS ARTICLE Introduction Who Can ...
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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 ...