Popular Articles

  1. Reset every user's password after a security event

    A credential leak — a breach at a vendor, a phishing wave, a stolen laptop — makes every password in the office suspect. Rotate them all. Pipeline doesn't have a one-click bulk reset, but the per-user path is short and the full rotation goes fast...
  2. Lead Sources

  3. Re-secure a compromised account

    When you suspect a user's account has been accessed by someone who shouldn't have it, this is the sequence that locks it back down and gives you a clear picture of what happened. Introduction Most "is my account hacked" worries tr...
  4. Setting Up Docs

  5. Custom Fields

  6. System Requirements

    Pipeline runs in your web browser. Nothing to install, nothing to maintain. Hit a modest baseline for browser, connection, and memory, and Pipeline runs smoothly all day. Introduction Paperless Pipeline is web-based. There's nothing...
  7. Pipeline AI Monthly Limit

    Set a monthly cap on Pipeline AI — the most you could spend in a billing month. You're billed only for the documents your team actually runs, at $1 each, and never a dollar past your cap. Introduction Pipeline AI reads your contracts and...
  8. Get your setup ready for daily Pipeline work

    If you're new to Pipeline — joining a brokerage, onboarding to a new role — there's a small checklist that gets your setup ready to use Pipeline smoothly all day. Five minutes once, and you don't have to think about it again. Introduct...
  9. Understanding Docs

  10. Allow Agents to Close Transactions