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One company, several Paperless Pipeline accounts. An Enterprise ties them together so the people who run the whole business can reach every account from one portal.
Introduction
Most companies run on a single Paperless Pipeline account and use ...
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The Enterprise Portal shows up only for the profile that carries Enterprise Admin, which is why it can be missing when you expected it. Here's what to check, in order.
The Enterprise Portal Isn't in Your Left Menu
The portal appears under the e...
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An Enterprise can name one person as its Enterprise Owner: the same authority as an Enterprise Admin, plus the only say in closing the Enterprise.
Introduction
Most decisions in an Enterprise can be made by whoever reaches them first, and that'...
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An Enterprise groups your separate Paperless Pipeline accounts under one portal, with no extra charge for the portal itself. Answers to the common questions about becoming an Enterprise, what it costs, and what stays the same in each account.
Doe...
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An Enterprise Admin is the one role that reaches across account boundaries — full authority in every account in the Enterprise, from a single sign-in.
Introduction
Inside a single Paperless Pipeline account, the master admin is the top of the t...
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We grant Enterprise Admin in writing, and it carries everything a master admin has in every account at once. Answers to the common questions about adding admins, billing access, and how the role compares to master admin.
How do I add or remove an...
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Not ready to send? Save the request as a draft and pick it back up when the details, the approval, or the timing finally lands.
Introduction
You've picked the documents, added the signers, and placed forty fields. Then the number you were waiti...
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A draft holds a signature request exactly as you built it: the documents, the signers, and every field you placed, waiting until you're ready to send. Answers to the common questions about saving, finding, and finishing one.
Where do I find a req...
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Most signature requests that won't go out come down to one of three things — the option isn't there, the file is too big, or the problem is on the signer's end. Here's how to tell them apart.
[Send for Signature] Isn't on the Transaction
The op...
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Signers are the people a request goes out to. Choose who signs, set the order they sign in, and copy anyone who just needs to see it.
Introduction
A signature request is only as good as the list of names on it. A wrong address on the third sign...