Admins
Admins include master admins and location admins.
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Anyone
Anyone refers to any users added to a company's Paperless Pipeline account.
Enterprise
An Enterprise in Paperless Pipeline is a single business entity responsible for multiple, separate accounts integrated into one unified structure. Within an Enterprise, all accounts are under the control of designated admins through a convenient and centralized portal.
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Enterprise Admin
An Enterprise Admin has total authority over all accounts within an Enterprise. This enables them to monitor activity and manage settings across all accounts.
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Enterprise Owner
Enterprises can optionally designate an Enterprise Owner. An Enterprise Owner has the same authority as Enterprise Admins, but with the additional authority to shut down the Enterprise. If an Enterprise Owner is designated, the Owner is the only person who has the authority to close the Enterprise.
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Enterprise Portal
The Enterprise Portal is a control center, offering a convenient hub for overseeing and administering all accounts within an Enterprise. This central point of access allows admins to add new accounts, log into and administer existing accounts, and more.
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eSign Drafts
eSign Drafts are saved signature requests you’re not ready to send yet. Drafts keep your docs, signers, and fields exactly how you left them. Pick up anytime, make changes, and send when ready — no need to start over.
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eSign Requests
eSign Requests are secure signature requests sent through Pipeline eSign. Start from a transaction or the Reference Library, choose docs, set signers and fields, and send. Signers receive an email with a secure link to review and sign from any device, and the signed docs automatically return to Pipeline.
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Home Page
The Home page is your control center. View a quick snapshot of your most important transactions, tasks, and documents to help you decide which areas need your greatest attention.
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Master Admin
Master admins have all possible User Permissions and full access to and authority over all data within a company's Pipeline account.
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Pipeline eSign
Pipeline eSign is Paperless Pipeline’s built-in electronic signature tool. It lets you send, track, and receive signatures without leaving the system — no extra apps, logins, or integrations needed.
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Pipeline eSign Forms
Pipeline eSign Forms are reusable templates for sending signature requests fast. Built from PDFs in your Reference Library, Forms autofill transaction details, who needs to sign, and what information needs to be entered.
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Pipeline eSign Spending Limit
Pipeline eSign Spending Limit is the max your team can spend on Pipeline eSign in a monthly billing period. This is not a fixed charge. You will only be charged for the blocks of signature requests sent.
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Pipeline Pro
Pipeline Pro is a live webinar series hosted by the Paperless Pipeline team. Pipeline Pro offers quick, focused training sessions to help users get the most out of Paperless Pipeline.
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Smart Task-Doc Matching
Smart Task-Doc Matching dynamically links tasks and documents by their names, so when you're working on transactions, you can click a document to highlight matching tasks or hover over a task to highlight matching documents.
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Two-factor Authentication
Two-factor Authentication (2FA)
Two-factor authentication (2FA) is a security measure that adds an additional layer of protection to your account. It requires users to provide an additional security code sent to their email before gaining access.
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