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Created On: 09/03/2024
in I am an Admin. Account
Paperless Pipeline gives your office the control and flexibility to manage transactions efficiently, from setup to oversight. As an admin, your role is key to shaping a system that fits your team’s workflow and ensures compliance across the boar...
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Created On: 07/12/2024
in More Guides Pages
The Reference Docs page serves as your company-wide document library. It's where admins store forms, disclosures, training materials, and other resources that need to be shared with everyone across the company. Introduction
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Created On: 07/12/2024
in More Guides Pages The Reports page gives you insights into activity across your account. Use it to run built-in reports to track productivity, identify trends, and support compliance or compensation. Introduction
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Created On: 07/12/2024
in More Guides Pages The Unreviewed Docs page shows documents that have been uploaded to transactions but haven’t been reviewed by an admin yet. It helps admins quickly find and process new documents, apply labels, leave comments, and mark files as reviewed — all in one...
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Created On: 07/12/2024
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The Unassigned Docs page is your central holding area for documents that have been uploaded but not yet added to a transaction. Introduction
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Created On: 07/12/2024
in More Guides Pages The Transactions List is your hub for managing all deals in your account. Use it to view, filter, and search transactions across locations, statuses, and team members. From here, you can jump into any transaction to review details, upload documents,...
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Created On: 07/12/2024
in More Guides Pages
The Paperless Pipeline Home Page gives you a quick snapshot of what matters most — your active transactions, tasks, and recent activity. It's your personal starting point for managing deals, staying on track, and jumping into the work that needs y...
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Become an Enterprise to administer all your Paperless Pipeline accounts from a central portal.
Introduction
By requesting to become an Enterprise, you will begin the authorization and review process for integrating your multiple, s...
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For businesses with multiple accounts, Paperless Pipeline's Enterprise Portal offers seamless, integrated control. From one central location, designated administrators can manage all accounts, create new ones, and handle billing tasks.
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Created On: 07/11/2024
in More Guides Pages The Tasks List shows all your upcoming, overdue, and completed checklist tasks across every transaction you’re assigned to. Use it to stay on top of deadlines, filter by due date or status, and quickly jump to the transaction each task belongs to. ...