Documents

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Break Apart Templates
Save a break-apart configuration once, then reuse it every time the same packet arrives in the same order. Introduction Some packets always arrive the same way. The same forms, in the same order, with the same page counts, week after week. Spli...
Doc Labels
Color-coded tags you name once and apply to any doc, so your team can spot, sort, and filter documents at a glance. Introduction Open a transaction carrying forty documents and the question is always the same one: where are the disclosures? The...
Doc Name Grouping
Docs that share a base name fold into a single group on the transaction, with the newest version up front and every other version tucked behind it. Introduction The same form tends to come back three times: a draft, a version signed by the sell...
Duplicate Doc Prevention
Switch on duplicate prevention and Pipeline checks every agent's upload against what's already on the transaction, so the same file can't land twice. Introduction The same signed disclosure has a way of arriving twice: once from the agent who s...
PDF-Only Restriction
Restrict uploads to PDFs and you can preview, rotate, merge, and break apart everything that lands in your account without leaving Pipeline. Introduction Every tool that works on a document in place works on a PDF and nothing else. Rotating a s...
Permission Category
Every document you file carries a permission category, and choosing it is what puts the right paperwork in front of the right people. You can change it afterwards, on one document or on thirty at once. Introduction Every screen that puts a docum...
Standardized Document Names
Build a shared list of your company's document names, and every agent names the same form the same way — with your preferred label and permission category already set. Introduction The same form arrives named six different ways...
Assignment History
Every doc filed out of Unassigned leaves a record — search it by doc, by transaction, or by the person who did the filing. Introduction An agent swears she emailed the disclosure in, and she has the acknowledgement to prove it. It isn't on the ...
Doc Assignment
A doc has landed in Unassigned and now it needs a home. Assigning is the step that puts it on the right transaction, with the right name and the right permission category. Introduction Until somebody says which deal it belongs to, a document th...
Doc Source
Where did this doc come from? Every row in Unassigned carries its own trail — who added it, and the email subject or source it arrived with. Introduction A scanned PDF called Scan_0043.pdf tells you nothing. What tells you something is how it...
Dropbox Imports
Pull documents straight out of Dropbox into Unassigned Docs, without downloading them to your computer first. Introduction Plenty of offices keep their working files in Dropbox and move things into Pipeline as they need them. The routine that g...
Maildrop
Email your documents to a maildrop address and Pipeline pulls the attachments in — no logging in, no uploading. Introduction You can get docs into Pipeline without logging in, opening a transaction, or uploading anything. Email them to your mai...
Unassigned Docs List
Unassigned is the holding queue every emailed doc passes through on its way to a transaction — open it to see what arrived, who added it, and what it came in with. Introduction Docs that arrive without a destination have to wait somewhere. Unas...
Unassigned Docs Search
Fifty rows in the queue and you want one of them. The Unassigned page has its own search field and sortable columns, and both behave in ways worth knowing before you decide a doc isn't there. Introduction Most days you don't search the queue, y...
Uploading Docs
Drag a stack of PDFs in or pick them from your computer — docs go straight onto a transaction, or into Unassigned to file later. Introduction Sometimes the paperwork is already sitting on your computer and there's nothing to forward. Uploading ...
Deleted Docs
Delete a doc and it doesn't vanish. It lands in Deleted Docs , where it stays for a year with a record of who removed it and when. Introduction Every doc deleted from a transaction, and every doc deleted out of Unassigned Docs , moves to a D...
Doc Recovery
Download a deleted doc back out of Deleted Docs , then upload it again — that's the whole recovery, and you can do it without emailing us. Introduction Getting a deleted doc back is something you can do yourself, and it works the same way whet...
Reference Library & Forms
Your company's Reference page is the shared library — the blank forms, disclosures, training material, and links an admin posts once so nobody on the team has to hunt for them. Introduction Every brokerage has the same small pile nobody should ...
Reference List
The Reference page lists every doc and link your office has posted, grouped into categories — browse it, search it by name, and take what you need without leaving Pipeline. Introduction An agent needs the current listing agreement and needs it ...
Doc Comments
Leave a note right on a doc and it travels with the document — your team sees it, the agent hears about it, and Transaction History keeps the record. Introduction Page three came back without an initial. You need the agent who uploaded it to ...
Doc Review
You sign off on a doc by checking Reviewed — that clears it from the queue, locks it against edits, and records who reviewed it and when. Introduction Somebody has to be the one who looked. In most offices that's the broker or the coordinator...
Entered Docs
Already keying closed files into QuickBooks, Lone Wolf, or another outside system? Turn on Entered Docs and every doc gets a second checkbox so you can track what's made it across. Introduction The bookkeeping happens somewhere else. Once a d...
Unreviewed Docs List
Every doc assigned to a transaction lands on the Unreviewed list and stays there until an admin signs off on it — one running worklist of what's outstanding across your whole office. Introduction Compliance is a question about what's outstand...
Unreviewed Docs Search
The Unreviewed page carries its own search, filters, and sortable columns, so a list hundreds of docs long becomes the handful you want to work first. Introduction A broker who only reviews contracts opens a page holding several hundred docum...
Document Access
Two things decide who can see a document: whether the person can get to the transaction it lives on, and which permission category the doc was filed under. Introduction Someone is standing on a transaction, looking at its list of documents, and...
Document Permissions
Permissions decide what a user can do with documents: upload them, assign them, review them, delete them — and the category set on each doc decides who can see it. Introduction Most document permission questions start in the same place. Someone...
Doc Break Apart
One scanned stack, many documents. Break a doc apart to split it into separate docs, pull out the pages you need, and name each one as you go. Introduction A scanner doesn't know where one document ends and the next begins, so a single upload a...
Doc Deletion
Take a document off a transaction or out of Unassigned Docs from its own menu. It moves to Deleted Docs and waits there for a year, so a wrong click costs you a download rather than the file. Introduction A duplicate went up twice, an agent file...
Doc Merge
Combine several PDFs on a transaction into one clean document, named the way your office names things. Introduction A closing packet that arrived in six pieces stays in six pieces until somebody does something about it. Sending a client six att...
Doc Preview
Click a doc's name and it opens right there on the page — read it, page through it, and keep working without downloading a thing. Introduction Most of the time you don't need the file, you need to look at it. Checking one initial shouldn't cost...
Doc Rotation
Uploaded sideways or upside down? Two clicks turn a doc the right way up, and it stays that way for everyone. Introduction A scanner feeds pages the way somebody put them in the tray, so half a stack arrives sideways and nobody notices until a ...
Transaction Docs List
Every doc on a transaction lives in one list. Sort it the way you work, and Pipeline remembers your choice on every transaction after that. Introduction Scroll down any transaction and you reach its documents: everything anyone has uploaded, em...