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Every transaction in Paperless Pipeline gives you a dedicated space to manage communication so messages stay organized, available, and tied to the deal they belong to.
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Sending notes and emails from the transaction keeps all your communication in one place, tied directly to the transaction. Whether you're sharing updates with your team, emailing clients, or replying to messages, everything stays connected to the ...
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Created On: 04/24/2025
in Guides Topics Messaging
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Email your company's forms, disclosures, training materials, and other frequently used documents and links.
Who Can Do This : Anyone .
To email reference docs or links:
Go to
Reference
...
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View your Reference Library, search items by name, download what you need, or email docs and links to clients and teammates, all in just a few clicks. Learn how to Use Your Reference Library ...
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Admins Create the Library Admins add documents and links, group them into categories, and keep everything organized and up to date. Each item can be named, categorized, and commented on to provide helpful context. Admins can make changes to it...
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Add a document or link to your company’s Reference Library to give your team fast, organized access to the resources they rely on.
Who Can Do This : Admins.
To add a Reference doc or link:
Go to Re...
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You can email Reference docs directly from a transaction, just like transaction docs, coversheets, or other details. Learn how to Email Docs & Notes from Transactions ...
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Search your company's shared resources for a specific form, disclosure, or other document or link.
Who Can Do This : Anyone .
To find a specific reference item:
Go to Reference
Click [Referenc...
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Download a document from your company's shared Reference Library.
Who Can Do This : Anyone .
To download a reference doc:
Access the Reference Library
Go to Reference by clicking [Reference] ...