SUMMARY
Paperless Pipeline helps you stay compliant by keeping a time and date log of every document you review.
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How to View History of Reviewed Docs for Compliance
To open the Unreviewed page:
- Click [Unreviewed] to access the Unreviewed Docs page. This page lists all documents across all transactions that need to be reviewed. In a multi-location office, each location may be assigned a different reviewer.
- Click on the name of the transaction you need to review. The transaction will open in a new popup window.
- Click a doc to be reviewed. A quick preview of the document will open.
- Once you’re ready to mark it as reviewed, click the Reviewed checkbox. Repeat this process for the remaining docs you need to review.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/58c96b7191121c18328367a9/n/2017-03-15-1127.png)
A time and date log of everything that was done in the transaction is kept in the Transaction History section. This includes broker reviews of documents.
- Click [Transaction History] from the left menu of a transaction then hover over the date of any action to see the date and time the action was taken.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/58c96bc82a121c65242c175b/n/3.png)
Download Transaction History
In case of an audit, the transaction history can be downloaded along with all documents within a transaction. This provides a complete date and time log of each document’s review. To download a transaction's history:
- Click [Download Transaction] to start a transaction download.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/58c96c0f32131c5355987886/n/4.png)
If you want to quickly see who reviewed a doc and when, go to the transaction and hover over the doc’s icon. The reviewer’s name and the date and time of review can be seen here.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/58c96c9332131c485598783e/n/5.png)