New Articles

  1. Signers FAQ

    Signers reach the document through a secure emailed link and see only the fields you assigned them. Answers to the common questions about adding signers, ordering them, and what they experience. Do my signers need a Paperless Pipeline account? ...
  2. Signed Docs Return

    When the last signature lands, the executed document comes back to Pipeline on its own. Here is where it goes and what rides along with it. Introduction The part of e-signing that used to eat the most time was the end of it — downloading the ex...
  3. Signed Docs Return FAQ

    The executed document returns to Pipeline on its own, with a certification and event log attached. Answers to the common questions about where it lands, what's in it, and what to do next. Do I have to download the signed document and upload it ag...
  4. Sending eSign Requests FAQ

    A signature request can start from a transaction, your Reference library, or a file on your computer, and one send counts as one request. Answers to the common questions about where to start, what counts, and what you can still change. Do I have ...
  5. Request Status

    Every request you've sent sits in one list, so you can see who has signed, who is holding things up, and what you can do about it. Introduction Sending is the easy part. What follows is the part that eats a Tuesday: working out whether the seco...
  6. Request Status FAQ

    Every sent request carries a status, a per-signer breakdown, and a gear menu of things you can do to it. Answers to the common questions about tracking, reminding, canceling, and archiving. Where do I see everything I've sent for signature? Cl...
  7. eSign Monthly Limit

    Set the most your office can spend on signature requests in a month, then pay only for the blocks your team actually sends. Introduction Pipeline eSign is a paid add-on, separate from what you already pay for Pipeline. That catches offices out,...
  8. eSign Monthly Limit FAQ

    Pipeline bills signature requests in blocks of ten at a per-request price set by your Transaction Plan, and you only pay for the blocks your team sends. Answers to the common questions about cost, limits, and what counts as a request. Is Pipeline...
  9. eSign Forms

    Turn a PDF from your Reference page into a reusable form with the signers named, the fields placed, and transaction details already filled in — so the doc your office sends most goes out the same way every time. Introduction Every office has a ...
  10. eSign Forms FAQ

    Master admins build eSign forms from the PDFs on your Reference page, and every field stays editable when a request goes out. Answers to the common questions about who builds forms, what you can put on them, and what a sender can change. Who can ...