Downloading & Recovering

There's no one-click export of an agent's deals. There is a dependable way to get every one of them, and it starts before their last day. Introduction An agent is moving to another brokerage. They want copies of their closed deals: the contract...

An auditor asked for six transactions. Your account holds six hundred. Only the six need to leave. Introduction A state auditor, your broker of record, or a compliance reviewer asks to see a specific set of deals. They hand you a list: a date r...

Downloads on demand are admin-only, arrive as an emailed link, and cover one full transaction at a time. Answers to the common questions about who can download, where the link goes, the daily limit, and downloading in bulk. Who can download a tra...

Download a single closed transaction and hand it off to an agent — no waiting for the monthly backup. Introduction Someone needs one deal, and they need it now. An agent leaves and wants the files she closed with you. An auditor names three tra...

Backups pull in transactions with documents each month; flagging one adds it even when it wouldn't be. Answers to the common questions about what's included, forcing a transaction in, and active deals. Why isn't a transaction showing up in my bac...

Flag an individual transaction so it lands in your next monthly backup, even when Pipeline wouldn't pick it up automatically. Introduction You're editing a transaction and there's a checkbox about next month's backup. The question it raises is ...

Deletion is permanent and master-admin only, but our team can often recover a recently deleted transaction. Answers to the common questions about recovering one yourself, timing, and backups. Can I recover a deleted transaction myself? No — th...

Deleted a transaction by mistake? Our team can often bring a recently deleted one back — here's how recovery works. Introduction Deleting a transaction in Paperless Pipeline is permanent. There's no recycle bin and no self-serve undo, and confi...

If the option to delete a transaction isn't there, it's almost always a permission thing — deleting is reserved for master admins. Here's how to tell where you stand and what to do. The Delete Option Is Missing When you open a transaction and d...