Customizing Documents

A break apart template stores the page ranges and doc names from a break apart you've already done, ready to reuse on the next packet. Answers to the common questions about who can see them, editing them, and when they actually save time. What's ...

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 are the color-coded tags an admin names once and anyone can apply, sort by, and search on. Answers to the common questions about the limit, the colors, who can label a doc, and how a label differs from a permission category. How many d...

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 folds docs that share a base name into one collapsed group and shows the most recent version first. Answers to the common questions about turning it off, choosing a different primary doc, and what grouping does to your unreviewed l...

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 compares the contents of every agent upload against the docs already there and turns away an exact match. Answers to the common questions about file names, admins, unassigned docs, and newer versions of the same form. Doe...

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...

Compliance says keep every signed offer, even the ones nobody accepted. Doc Labels let you keep them on the listing and still tell them apart at a glance. Introduction Five offers come in on a listing. One gets accepted. The other four are sign...

You can't take the wrong permission categories away from your agents. You can make the right one apply itself, by attaching it to the document's name. Introduction Two problems arrive together and have one answer. Documents come in named whatev...

Pipeline has no folders inside a transaction. Doc Labels are the layer that does the same job: Contracts, Disclosures, Reports. They don't touch who can see anything. Introduction Open a transaction with forty documents on it and the wish is al...

The PDF-only restriction is an account-wide setting that turns away anything that isn't a PDF, whether it's uploaded or emailed in. Answers to the common questions about images, what changes when you allow other file types, and why we recommend keep...

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...

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 are a master-admin list of names your team picks from, each able to carry a preferred doc label and permission category. Answers to the common questions about who sets them up, what happens when a name is missing, and how...

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 attached. Introduction The same form arrives named six different ways: Purchase ...

The logo at the bottom of an agent's email is an attachment, and Pipeline treats it like one. Two levers stop it becoming a document. Introduction Someone emails a contract to their maildrop address and two documents appear: the contract, and t...

Docs that share a base name collapse into one row, which can look like documents went missing or a reviewed doc came back. Here's what's happening, and how to change it. Docs With the Same Base Name Collapse Into One Row This is Doc Name Groupi...

When your account only allows PDFs, everything else gets turned away, including the signature image riding along on your email. Here's how to find out what was rejected and what to do about it. Your Account Only Allows PDFs Most offices set Pip...

A duplicate rejection means an identical file is already on the transaction — even when you can't see it, and even after you rename yours. Here's what Pipeline is comparing, and how to get your version in. Pipeline Compares the Contents, Not the ...