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Update the name of a Reference Category to appropriately group docs and links.
Who Can Do This : Admins.
To change the name of a Reference Category :
Click [the pencil icon] to the right of the category you want to ...
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Update an item in your Reference Library to rename or move it to a different category, keeping your shared resources accurate and easy to find.
Who Can Do This : Admins.
To make changes to a Reference item:
Go ...
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Create a new category to appropriately group docs and links in your Reference Library.
Who Can Do This : Admins.
To create a new category on the Reference page:
As you are adding / editing a Reference doc or link ( descri...
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The Reference Library is a shared space for storing your company's most used documents and links. It gives your team quick, reliable access to the information and resources they use every day. ...
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Created On: 04/23/2025
in Guides Topics Docs
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The Reference Library is your team’s go-to spot for frequently used forms, disclosures, training materials, and other essential documents and links. It keeps everything your agents and admins rely on in one organized, easy-to-access place. O...
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Know exactly who’s signed, who’s up next, and who may need a reminder.
Who Can Do This: Anyone whose company is subscribed to Pipeline eSign.
To view the status of your sent signature requests:
Access Y...
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Stay in control of every signature request you've sent without needing to track emails, chase signers, or guess what's still pending.
From one organized view, you can see every request you've sent, when it was sent, and whether it was se...
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Manage every signature request you've sent from one central place. Track progress, send reminders, cancel requests, and more.
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Send a signature request from the Reference Library when you need a quick, flexible option that isn’t tied to a specific transaction.
Who Can Do This : Anyone whose company is subscribed to Pipeline eSign.
To send a sign...