What's New (October 11, 2026)

Create a Transaction From Multiple Docs

You can now hand Pipeline AI more than one doc when you create a transaction, and it reads them together to fill in the details. Select the contract along with an addendum or a disclosure, and each doc lands on the new transaction separately. It works in both places you already add transactions: from Add Transaction, and from Unassigned Docs.

Here's how to create a transaction from docs on your computer:

1. Click [➕ Add Transaction] from the upper-right corner of any page.
2. Choose [Create from Document].
3. Pick the PDFs you want Pipeline AI to read, then click [Create Transaction].

Here's how to create a transaction from docs in Unassigned:

1. Click [Unassigned] in the top menu.
2. Check the boxes next to the docs that belong to the file.
3. Click [Bulk], then [Create Transaction].

See Pipeline AI Create.