Paperless Sandbox
Table of Contents
Table of Contents
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Glossary
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Access & General Use
Account & Billing
Paperless Pipeline Security
Two-factor Authentication
Archive Plan
Data Retention
Monthly Backups
Billing History
Credit Card on File
Account Cancellation
Account Merge
Location Merge
Location Transfer
Reinstatement
Billing Cycle
Current Usage
Transaction Overages
Transaction Plans
Admin & Support Contact
Company Announcement
Company Logo
Company Name & License
Locations & Users
Adding a Location
Location Deactivation
Location Info
Primary Location Contact
Adding a User
Agent Roster Import
Location Membership
User Deactivation
User Permissions
User Profile
User Reactivation
User Search
Users List
Welcome Emails
Admin / Staff (Location Admin)
Agents
Master Admin
Transactions
Activity History
Adding a Transaction
Location
New Offers
Transaction Details
Transaction Duplication
Transaction ID
Transaction Names
Transaction Search
Transaction Sides
Transactions List
Agent Assistants
Assign Agents
Outside (Co-op) Agents
Contingency Dates
Coversheet Layout
Custom Fields
Default Field Values
Lead Sources
Optional Fields
Transaction Labels
Transaction Naming Instructions
Transaction Statuses
Individual Transaction Downloads
Transaction Backup Inclusion
Transaction Deletion
Commission Info
Transaction Access
Transaction Permissions
Checklists & Tasks
Adding a Checklist Template
Checklist Templates
Document Names or Tasks to Track
Key Dates
Task @Mentions
Task Due Dates
Task Visibility
Applying a Checklist
Checklists Panel
Completion Percentage
Pinned Checklist
Checklist Access
Checklist Permissions
Agent Checked Tasks
Completed Tasks
Not Applicable Tasks
Tasks List
Tasks Search
Contacts
Adding a Contact
Contact Order
Cross-Transaction Contact Updates
Hidden Contacts
Auto-suggested Contacts
Contact Fields
Contact Roles
Documents
Break Apart Templates
Doc Labels
Doc Name Grouping
Duplicate Doc Prevention
PDF-Only Restriction
Permission Category
Standardized Document Names
Assignment History
Doc Assignment
Doc Source
Dropbox Imports
Maildrop
Unassigned Docs List
Unassigned Docs Search
Uploading Docs
Deleted Docs
Doc Recovery
Reference Library & Forms
Reference List
Doc Comments
Doc Review
Entered Docs
Unreviewed Docs List
Unreviewed Docs Search
Document Access
Document Permissions
Doc Break Apart
Doc Deletion
Doc Merge
Doc Preview
Doc Rotation
Transaction Docs List
Messaging & Notifications
Notes & Sent Emails
Staff Recipients Section
Transaction Notes
Doc Comment Notifications
Doc Notifications
Email Acknowledgement
Received Emails
Bounce List
Composing an Email
Documents For Header
Email Deliverability
Formatting Toolbar
Send-From Identity
Alternate Signatures
Autofill Tags
Email Signatures
Minimal Formatting
My Templates
Shared Templates
Template Library
Automation
Checklist Auto-Apply Rules
Agent Anniversary Emails
Closing & Expiration Reminders
Daily Activity Emails
Monthly Production Summary
Automatic Listing Expiration
Business Holidays
Daily Task Reminder Emails
Trigger Dates
Message Queuing
Message Scheduling
Scheduled Messages Queue
Search, Navigation & Reporting
Contact Export
Full Spreadsheet
List Downloads
Transaction Spreadsheet Downloads
Recently Viewed
Stat Tiles
What's New Alert
Commission Summary
Comparative Production
Listing Inventory Report
Pending Inventory Report
Custom Shortcuts
List Column Preferences
List Sorting
Transaction Flags
Global Search
Recent Searches
Type-Ahead Search
Total Usage
Usage by Agent
Integrations & API
Calendar Syncing
DocuSign Integration
External Transaction Imports
Follow Up Boss Embedded App
Single Sign-On
Zapier Integration
Pipeline AI
AI Monthly Limit
AI Permissions
AI Runs
Budget-Exhausted Pause
Usage Estimator
Merge on Unassigned
Pipeline AI Activation
Pipeline AI Create
Pipeline AI Notifications
Pipeline AI Update
Pipeline eSign
Pipeline eSign Activation
Trial Credits
eSign Forms
eSign Monthly Limit
Request Status
Signed Docs Return
Signers
eSign Drafts
Commission Module
Commission Notes
Commission Percent
Plan Start Dates
Split Thresholds
CDA Generation
CDA Lock
Payables
Unreviewed CDAs
Agent Commissions Report
Agent Contribution
Agent Income
Agent Production
Agent Units
Aggregate Performance
Commission & Closings
Commission Summary (Commission Module)
Comparative Production (Commission Module)
Lead Sources Report
Listing Inventory Report (Commission Module)
My Commissions Report
Pending Commissions
Pending Inventory Report (Commission Module)
Manage Commissions Workspace
YTD Pop-up
Agent Fees
Client Fees
Deductions
Franchise Fee
Off-the-Top
External Referrers
Referral Commissions
Commission & CDA Settings
Commission Module Activation
Commission Summary Fields
Enterprise Portal
Enterprise Admins
Enterprise Owner
Enterprise
Member Accounts
Billing Control
Combined Billing Report
FAQ & Troubleshooting
Ways to Use Pipeline
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