Messaging & Notifications

The log records what was sent, by whom, and when — and shows each person only their own share of it. Answers to the common questions about visibility, replies, delivery, and getting the record out. Why can't an agent see an email an admin sent on...

The Staff section is built from your users, and two settings decide who's on it. Answers to the common questions about missing names, taking yourself off the list, Location scoping, and why one checkbox reaches one mailbox. How do I get somebody ...

A note records something on a transaction and stays with the deal as part of its permanent record. Answers to the common questions about editing, deleting, formatting, notifications, and who can see what. Can I edit a note after it's been added? ...

An agent saying a message isn't there is almost never a bug — it's Pipeline doing what it's built to do. Work down these in order; the first one is the answer most of the time. The Agent Didn't Send It Agents see only the messages they sent the...

You commented on a doc, the agent says they never heard about it, and the comment is sitting right there on the document. Four things can break that chain, in roughly this order of likelihood. The Agent Can't See the Doc This is the usual answe...

Doc comment notifications are an account-wide setting that emails the agents who can view a doc, plus its uploader, whenever an admin comments. Answers to the common questions about who's on the list, internal-only comments, and edited comments. ...

Doc Notifications go wrong in two directions: the person who wants them hears nothing, or the person who doesn't want them hears everything. Both come down to the same two switches. You Turned Them On and Nothing Arrives Work through these in o...

Doc Notifications are a personal email subscription that fires when an agent adds a doc to a transaction you can see. Answers to the common questions about who can subscribe, why admin uploads stay quiet, and how to stop the emails. How do I get ...

Receipts are meant to be reassuring, so an unexpected one is unsettling — especially a "Document upload failed" that names a file nobody recognises. Each of these has a plain cause. The Same Failure Notice Keeps Arriving One receipt equals one ...

The acknowledgement is a personal setting that reports what each submission did with your docs. Answers to the common questions about turning it on for a team, receipts that don't arrive, and messages that cover more than one transaction. Can I t...

Forward mail into a transaction and Pipeline keeps it there, visible to admins and to the person whose maildrop address took it in. Answers to the common questions about attachments, senders, visibility, and deleting an email. Can an agent see an...

A message that never showed up almost always stopped at the recipient's mail server rather than inside Pipeline. Here's how to tell which one you're looking at, and what to do about each. You Got a "Notification of Undelivered Email" That notic...

An address comes off the Bounce List when support clears it, and sending resumes right away. Answers to the common questions about what lands an address there, who can clear it, and those undelivered notices. Why did Pipeline stop emailing one of...

A transaction's message area sends notes, emails, docs, and task lists to whoever needs them. Answers to the common questions about recipients, attachments, privacy, and what happens after you hit send. Who can send an email from a transaction? ...

The Documents for line appears on any message that carries docs, and it isn't configurable. Answers to the common questions about removing it, resizing it, and keeping the transaction name out of it. Can I remove the "Documents for" header? ...

Mail from Pipeline goes out from our own servers, and a handful of causes explain nearly every message that doesn't arrive. Answers to the common questions about bounces, allowlisting, send limits, and what happens to mail that failed. Do message...

The message editor covers headings, bold, italic, links, lines, lists, and emoji. Answers to the common questions about what you can format, what you can't, and why a message sometimes arrives looking different. What formatting can I use in a mes...

Pipeline sends from help@paperlesspipeline.com and sets the reply address to your login email. Answers to the common questions about the from address, where replies land, and what recipients see. Why do my emails come from help@paperlesspipeline....

Asterisks in the text, a heading that came out plain, a pasted paragraph that collapsed — formatting surprises have a short list of causes. Asterisks or Pound Signs Appear in the Sent Message Those are markdown characters. Pipeline used markdow...

Standard tags come from a picker, you type advanced tags by hand, and every tag pulls one field from the transaction you're sending from. Answers to the common questions about which tags exist, calculations, and tags for fields you added yourself. ...

Every message carries a sign-off, and you decide whether it's Pipeline's or yours. Answers to the common questions about images, why a signature appears twice, and who can change someone else's. What signs my emails if I never set a signature? ...

An empty template list, a template that won't open, or a stale version showing up on a transaction — each one has a different cause, and none of them mean your work is gone. My Templates Page Is Empty The My Templates page shows only the temp...

Minimal formatting is one company-wide checkbox that strips the styling off transaction emails. Answers to the common questions about what it removes, what it doesn't, and why headings stop working. How do I get the Pipeline logo off our outgoing...

Message templates belong to the person who created them, live under My Info , and can be shared but not co-owned. Answers to the common questions about editing someone else's template, what happens when a profile is deactivated, and getting a copy ...

Sharing a message template lets other people send from it without handing over control of it. Answers to the common questions about who can share, why a shared template isn't on your templates page, and what happens when the owner leaves. Who can...

The library holds prebuilt messages you copy into your own collection before using them. Answers to the common questions about what's in it, whether copies stay linked, and who can see which templates. Does Pipeline come with ready-made message t...

A tag that comes out blank, or throws a "not an available message tag" error, is almost always pointing at something the transaction doesn't have. Here's how to find which one. Start With a Preview Before you chase anything, open the transactio...