Reference

A reference doc that won't open, won't come down, or arrives blank is almost always the browser or the file itself — not your account. Here's how to clear each one. The Reference Page Won't Load or Categories Won't Expand When the page hangs, o...

Admins build the Reference library, everyone in the account can use it, and a deleted reference doc doesn't come back. Answers to the common questions about what you can store, who can see it, and how it's organized. Does Pipeline come with state...

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 docs are found by name, come down one at a time, and go out by email from either the Reference page or a transaction. Answers to the common questions about finding, downloading, printing, and sending your company's forms. Where do I fin...

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 ...

The form lives on your Reference page, the executed copy belongs on the transaction — and there's a clean path between them that leaves a record of the send. Introduction An agent needs a blank office form. You want the completed, signed versio...

Your blank forms, your policy documents, your training videos — posted once by an admin and reachable by everyone, without a shared drive and without a link nobody can find. Introduction Every office has a folder somewhere holding the things ag...

A category that's cut off, gone, or refusing to reorder is almost always doing exactly what it was built to do. Here's what's behind each one. A Category Name Is Cut Off or Missing Long category names get truncated on smaller screens and narrow...