Sending Email

A message that never showed up almost always stopped at the recipient's mail server rather than inside Pipeline. Here's how to tell which one you're looking at, and what to do about each. You Got a "Notification of Undelivered Email" That notic...

An address comes off the Bounce List when support clears it, and sending resumes right away. Answers to the common questions about what lands an address there, who can clear it, and those undelivered notices. Why did Pipeline stop emailing one of...

When a recipient's mail server rejects a message, their address lands on Pipeline's Bounce List and sending stops until it's cleared. Introduction One person in the office stops getting anything from Pipeline. Password resets, task reminders, t...

A transaction's message area sends notes, emails, docs, and task lists to whoever needs them. Answers to the common questions about recipients, attachments, privacy, and what happens after you hit send. Who can send an email from a transaction? ...

Every transaction has a built-in message area — write a note for your own records, or send an email with docs attached, without leaving the deal. Introduction The conversation on a deal tends to scatter. Some of it sits in your sent folder, som...

The Documents for line appears on any message that carries docs, and it isn't configurable. Answers to the common questions about removing it, resizing it, and keeping the transaction name out of it. Can I remove the "Documents for" header? ...

Attach docs to a message and Pipeline adds a Documents for line at the top, so recipients see at a glance what arrived and which transaction it belongs to. Introduction You write a careful note to a client, attach the disclosure, and send. Wh...

Mail from Pipeline goes out from our own servers, and a handful of causes explain nearly every message that doesn't arrive. Answers to the common questions about bounces, allowlisting, send limits, and what happens to mail that failed. Do message...

Email you send from Pipeline arrives from our servers with your name on it. When one doesn't land, a short list of causes accounts for nearly all of it. Introduction You sent something from Pipeline and the person on the other end says it never ...

The message editor covers headings, bold, italic, links, lines, lists, and emoji. Answers to the common questions about what you can format, what you can't, and why a message sometimes arrives looking different. What formatting can I use in a mes...

Headings, bold, links, and lists live in a small toolbar above the message box, so a long message arrives easy to read. Introduction A one-line message doesn't need anything. A message carrying three deadlines, a list of what's still missing, a...

Pipeline sends from help@paperlesspipeline.com and sets the reply address to your login email. Answers to the common questions about the from address, where replies land, and what recipients see. Why do my emails come from help@paperlesspipeline....

Emails you send out of Pipeline arrive from help@paperlesspipeline.com with your name on them, and replies come back to you. Introduction This is the question support hears most often about messaging: why doesn't my email say it's from me? The ...

Asterisks in the text, a heading that came out plain, a pasted paragraph that collapsed — formatting surprises have a short list of causes. Asterisks or Pound Signs Appear in the Sent Message Those are markdown characters. Pipeline used markdow...