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Created On: 04/23/2025
in Guides Topics Docs
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Watch this to become a Pipeline Pro on the Reference page : This Pipeline Pro webinar covers the various options available on the Reference page as well as how to best utilize them.
Who Can Do This : Paperless Pipeline Pro...
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Watch this to become a Pipeline Pro on the Reference page : Whether you need to implement initial roll-out training or ongoing training for new agents, you won't want to miss this session! You'll learn how to create custom training libraries...
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Remove items from your Reference Library when they’re no longer needed.
Who Can Do This : Admins with permission to Delete any docs.
To delete an unneeded doc or link from your Reference Library:
Go to ...
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Change the order of docs and links in a Reference category to set your preferred order.
Who Can Do This : Admins.
To change the order of reference items:
Go to Reference
Click [Reference] fr...
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Add a comment to a doc or link in your Reference Library to provide your team with valuable context, guidance, or next steps.
Who Can Do This : Admins.
To comment on a Reference item:
Go to Reference
...
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Update the name of a Reference Category to appropriately group docs and links.
Who Can Do This : Admins.
To change the name of a Reference Category :
Click [the pencil icon] to the right of the category you want to ...
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Update an item in your Reference Library to rename or move it to a different category, keeping your shared resources accurate and easy to find.
Who Can Do This : Admins.
To make changes to a Reference item:
Go ...
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Create a new category to appropriately group docs and links in your Reference Library.
Who Can Do This : Admins.
To create a new category on the Reference page:
As you are adding / editing a Reference doc or link ( descri...
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The Reference Library is a shared space for storing your company's most used documents and links. It gives your team quick, reliable access to the information and resources they use every day. ...