Company Settings let you shape how Paperless Pipeline works for your business. They define your company identity, control key behaviors across documents, transactions, and checklists, and determine how your team interacts with the system.
Introduction
Global Settings
Document Settings
Only Allow PDF Documents
Prevent Duplicate Document Uploads
Email Settings
Email agents expiring and closing transaction reminders
Email agents when admin comments on documents
Email monthly production summary to agents
Email admins agent anniversary reminders
Use minimal formatting for messages sent from transactions.
Transaction Coversheet Layout
Feature Settings
Require two-factor authentication
Enable Reviewed Docs functionality
Enable Entered Docs feature
Enable New Offer feature
Checklist Settings
Show checklist completion percentages to agents
Hide completed tasks in transaction checklists
Show checklists from all locations in the Add Checklists dropdown menu
Transaction Settings
Enable auto-expiration of transactions in Listed status
Require transaction label
Allow agents to change transaction status to closed, terminated, and expired
Prevent agents from viewing other side's messages on transactions
Only include completed transactions in monthly backups
Transaction Name Instructions
Default Text for Flexible Fields
Optional Fields
Welcome Email Settings
Admin & Tech Support Contact
Home Page Announcements