Upload docs to keep your paper trail complete. Add them directly to a transaction to file right away, or place them in Unassigned Docs for later assignment by you or by your office.
Documents power your paper trail, keeping deals transparent, compliant, and easy to reference. In Pipeline, you can send docs straight into the system in one of two ways:
- Direct to a transaction when you already know exactly where it belongs.
- Into Unassigned Docs when you’re not ready to link it, or when the transaction doesn’t exist yet.
Unassigned Docs
Unassigned Docs is your personal holding area for documents not yet tied to a transaction.
- Upload docs here when the transaction hasn’t started, or when you’re holding a file for review.
- Each agent sees only their own uploads.
- Admin staff see all Unassigned Docs in the office.
From here, you can preview, split, assign, or otherwise prepare docs for transactions.
Transaction Docs
Transaction Docs live in the Docs section of a specific transaction and are organized by Permission Category.
Permission Categories control visibility:
- Admins see all docs.
- Listing agents see Listing + Sale.
- Buying agents see Buying + Sale.
Choose the correct category when uploading. For example: selecting Listing makes the doc visible only to listing agents and office staff.
Store Unassigned Docs in Pipeline now and assign them later when the transaction is ready.
Who Can Do This: Admins and agents with Upload Docs permission.
To upload Unassigned Docs:
- Go to the Unassigned Page
- Click [Unassigned] from the top menu.
- Start the Upload
- Click [Upload Docs] in the left menu.
- Add Your Documents
- Drag files into the blue upload area, or click to browse and select them from your computer.
- Select a Location if your office has more than one.
- Upload to Unassigned
- Click [Upload Docs] to finish. Your files will be added to Unassigned and ready to be assigned.
Easily add documents directly to a transaction so they’re organized, searchable, and accessible to the right people.
Who Can Do This: Admins and agents with Upload Docs and Assign Docs permission.
To upload docs to a transaction:
- Go to the Transaction
- Open the transaction where you need to take action.
- Start the Upload
- Click [Upload Docs] in the left menu, or use the Upload Docs option from the blue action menu.
- Add Your Documents
- Drag files into the blue upload area, or click to browse and select them from your computer.
- Name Docs
- Type the Doc Name.
- Start typing the name, and select it from your company's list of Standardized Doc Names. Your company's preferred name and settings will be applied automatically.
- If no Standardized Doc Name exists, type the complete doc name.
- Set Permission Category
- Choose the Permission Category to set which participants on the transaction can view the document.
- If the Doc Name has a default Permission Category, it will be pre-selected when you choose it.
- Save Docs
- Click [Upload Docs] to finish. As each file uploads, its row will turn green with a checkmark. When the upload is complete, you’ll be redirected to the transaction, and the new docs will be highlighted in the Docs section.