Getting Docs In

A doc that was definitely uploaded and definitely isn't where you expected is almost always still in Pipeline — filed somewhere you haven't looked yet. Work through these in order. It Was Already Assigned to a Transaction The most common ending...

Assignment History logs what left the Unassigned queue, where it went, and who sent it there. Answers to the common questions about how far back it reaches, who can open it, and what it leaves out. How far back does Assignment History go? It's...

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 ...

dotloop, SkySlope, zipForms, CTM, TransactionDesk — none of them connect to Pipeline directly. One question decides how much work getting your documents across takes. Introduction There's no native integration with the other transaction and for...

Assigning sets a doc's transaction, its name, and its permission category — and it can be undone by unassigning. Answers to the common questions about missing assign buttons, moving docs between transactions, and reviewed docs. Why can't I see an...

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...

Pipeline captures source on arrival and shows it in the queue — the email subject a doc arrived with, and the person whose route it travelled. Answers to the common questions about wrong names on the Added by column and using subject lines to sort...

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 go one way and always land in Unassigned Docs. Answers to the common questions about accounts, pre-assigning, syncing back out, and why the option sometimes doesn't appear. Do I need my own Dropbox account? Yes. The import con...

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...

Docs emailed into Pipeline can go quiet for a handful of reasons, and almost all of them are visible from your own inbox. Work down this list in order. The Doc Is in Unassigned, Not on the Transaction This is the answer far more often than anyt...

Point listings@ or contracts@ at a maildrop address and everything sent there uploads itself. Gmail asks for a verification code first — and we're the ones who can read it. Introduction Most offices have an inbox that documents arrive at: ...

Maildrop addresses are personal, unchangeable, and always end in @docs.paperlesspipeline.com . Answers to the common questions about scanners, rejected attachments, and why emailed docs don't go straight to the transaction. Why did my emailed do...

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...

Two transactions got created for one deal, and the paperwork is split across both. Pipeline can't merge them, so you move the documents instead — and everything survives the move. Introduction It happens in every office. The listing agent start...

Program one address into the copier and every scan lands in Pipeline instead of an inbox. Choosing whose address is the only real decision. Introduction Scanning straight into Pipeline is the single biggest time saver an office gets out of ma...

The Unassigned queue holds every doc that arrived without a transaction, scoped by location and cleared by assigning or deleting. Answers to the common questions about who can see it, how long docs stay, and where they go next. How long does a do...

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...

Search on the Unassigned page matches doc names, sorting lasts for one visit, and the columns are what they are. Answers to the common questions about finding a doc in the queue. Why doesn't the search find a doc I can see in the queue? It's a...

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 takes up to 25 docs at a time, and where they land depends on whether you started from a transaction or from Unassigned. Answers to the common questions about file types, batch limits, permissions, and why an upload button might be missing...

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 ...

Fifty rows of scan001.pdf is a filing problem you can fix upstream. Two habits turn the queue from a puzzle into a list you work in minutes. Introduction Unassigned is where every emailed and uploaded document waits for someone to say which d...