Entered Docs

Already keying closed files into QuickBooks, Lone Wolf, or another outside system? Turn on Entered Docs and every doc gets a second checkbox so you can track what's made it across.

Introduction

The bookkeeping happens somewhere else. Once a deal wraps, somebody keys the paperwork into an accounting package, and the only record of which documents have made that trip tends to be a spreadsheet kept alongside, or memory.

Entered Docs is a checkbox for exactly that. Switch the feature on and every document in every transaction picks up an Entered box beside Reviewed, with its own page listing what hasn't made the trip yet. The two boxes answer different questions on purpose. Reviewed says a staff member checked the document for accuracy and completeness. Entered says the document has landed in QuickBooks, Lone Wolf, or whatever system your office keeps outside Pipeline.

You get a second, independent status with nothing else wired to it, which is why offices bend it to other jobs. A second sign-off is the common one: the coordinator reviews, then the broker confirms. One thing worth knowing before you hand the page to anyone is that turning the feature on starts from the beginning of your account rather than from today, so a long history arrives unentered all at once, and it's better to clear it first.

How It Works

One company setting, one permission, one extra checkbox, and a view for finding what's left.

Only a Master Admin Turns It On

The Enable Entered Docs Feature setting lives under Feature Settings in Admin / Settings, and only a master admin can change it. Until it's on, no one sees an Entered checkbox anywhere.

Who Can Mark Docs Entered

Marking docs entered takes its own admin-level permission, Mark docs as entered, granted on a user's profile. It's separate from Review docs — a user can have one, both, or neither.

Find What's Left

The Unentered Docs view sits at the top of the left menu on the Unreviewed page. It's the entered-side equivalent of the review queue: everything still waiting to be keyed in. A doc that's already been marked Reviewed disappears from the Unreviewed list but keeps showing under Unentered Docs until someone checks Entered.

An Entered Mark Locks the Doc

An Entered mark locks a doc the same way a review does. Agents can't delete docs marked entered, and a merge set to delete its source docs skips any doc that's been marked entered or reviewed.

Turn It On Mid-Stream

Switch the feature on in an established account and every historical doc shows as unentered, which can be thousands of them. There's no in-product way to clear that in bulk, but we can. Send us the rule — docs assigned before a date, or docs on closed transactions — and our tech team marks them entered in one pass.

Turn On Entered Docs

To turn on entered docs:

1. Click [Gear] in the upper-right corner, then [Admin / Settings].
2. Scroll to Feature Settings and check [Enable Entered Docs Feature].
3. Click [Save Settings].

An Entered checkbox now shows on docs for admins who have the permission to use it.

Turn Off Entered Docs

To turn off entered docs:

1. Click [Gear] in the upper-right corner, then [Admin / Settings].
2. Scroll to Feature Settings and uncheck [Enable Entered Docs Feature].
3. Click [Save Settings].

The Entered checkbox comes off your doc lists, and the Unentered Docs view goes with it.

Mark a Doc Entered

To mark a doc as entered:

1. Open the transaction and find the doc in its doc list.
2. Check [Entered] beside the doc.

The doc drops off the Unentered Docs view.

Find Docs That Haven't Been Entered

To find docs that haven't been entered:

1. Click [Unreviewed] at the top of Pipeline.
2. Click [Unentered Docs] at the top of the left menu.

You get every doc still waiting to be entered, and you can preview and mark each one from there.

Entered Docs FAQ

Entered Docs adds a second checkbox to every doc so you can track what's been keyed into an outside system. Answers to the common questions about turning the feature on, who can mark docs entered, and clearing an old backlog.

See Entered Docs FAQ