Working With Docs

A client wants the whole file, or you need a paper copy of it. Merging the documents into one PDF is what makes either possible in a single action. Introduction Sending someone twenty separate attachments is nobody's idea of a good handoff, and...

Break Apart splits one doc into several, drops the pages you don't want, and names each new doc as you go. Answers to the common questions about splitting docs, deleting pages, and who's allowed to do it. How do I delete a page from a document? ...

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...

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...

Merging combines the PDFs on one transaction into a single named doc, in the order you set. Answers to the common questions about what can merge, what happens to the originals, and who can do it. Can I merge files that aren't PDFs? No — mergin...

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 opens a PDF in place, with page controls, a size you set once, and the original always one click away. Answers to the common questions about reading docs without downloading them. Do I have to download a doc to read it? No — click ...

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...

Rotating a PDF takes one click per quarter turn and saves for everyone on the transaction. Answers to the common questions about turning docs the right way up. A doc uploaded sideways. How do I fix it? Click the doc's [Gear], then [Rotate Righ...

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 ...

Page four came through unsigned and the other nineteen are fine. Break the document apart around the bad page, then merge it back together — no rescanning the whole packet. Introduction There's no page editor in Pipeline and no replace-page act...

Scan the whole stack in one pass and split it afterwards. It's faster than scanning each document separately, and your checklist still gets the individual files it expects. Introduction A new listing arrives as a pile of signed paper — agreemen...

A transaction's docs sort by column, and Pipeline remembers the column you chose. Answers to the common questions about sort order, grouped docs, and getting docs into the order you want. Why did my documents stop showing in alphabetical order? ...

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...

Break apart and merge both rebuild the PDF from scratch, so a file that isn't quite standard stops them cold. Here's how to tell which kind of problem you have, and clear it. The quickest test: if one doc fails and others work, the problem is...

Blank pages, blurry text, missing signatures, scrambled letters — a preview that looks wrong almost always points at the PDF itself, not at your account or your browser. Whatever the preview shows, your document is fine . Previews are generate...