Enter Dual Buyers or Sellers Once and Forget It When there are two buyers or two sellers on a transaction, you can enter them both directly on the Add or Edit Transaction page. Doing so will automatically add them as contacts on th...
Two-factor authentication (2FA) adds an extra layer of security to your Pipeline account. It requires users to enter a security code sent to their login email before gaining access.
Update the password you use to log into Paperless Pipeline.
Who Can Do This? Anyone can change their own Paperless Pipeline password.
To change your password:
Enter Your Current Password .
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Update your email address in Paperless Pipeline to change the address you use to log in and send messages. Who Can Do This? Anyone can change their own email address. To change your email address: Enter Your Email Address . Click [Sa...
Break Apart: Split and Name Docs While Zoomed In If you need to get a closer look at a doc as you're breaking it apart, you can now complete the entire process while zooming in on a single page. You can now split, name, and assign permissions ...
Duplicate Transaction: The Time-saving Tool You Didn't Know You Needed Say goodbye to repetitive manual transaction entries. Pipeline's new Duplicate Transaction option can streamline your team's workflow in unique and creative ways you won't...
Break Docs Apart Faster By Pointing And Clicking Extracting pages and breaking large docs into smaller docs is now faster, easier, and more intuitive. Preview the doc's pages in thumbnail or enlarged form, then click the scissors in between the d...
Get Signed DocuSign docs into Pipeline without lifting a finger Docs you send for DocuSign signature from Pipeline will now be automatically imported back into Pipeline once they've been fully executed...no upload needed! Once docs are fully exec...