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The completion status is a quick read on how far along a transaction is. Answers to the common questions about what the number counts, why it spans every checklist, and switching between a percentage and a ratio.
What does the completion percenta...
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An escrow officer changes firms, a lender gets married, a title company moves domains. Correct them once and the fix lands on every transaction they're on — instead of two hundred.
Introduction
A contact belongs to the transaction it was added ...
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Dropbox imports go one way and always land in Unassigned Docs. Answers to the common questions about accounts, pre-assigning, syncing back out, and why the option sometimes doesn't appear.
Do I need my own Dropbox account?
Yes. The import con...
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A doc comment pins a note to one document, shows as a blue bubble, and emails the agent when an admin leaves it. Answers to the common questions about who can comment, who gets notified, and what happens when a comment is deleted.
Who can leave a...
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Docs you already reviewed still sitting in the list, a missing [Unreviewed] tab, or an order that shifts as you work — each of these has its own cause, and each one clears.
Docs I Already Reviewed Are Still on the List
This is almost always doc...
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If Pipeline says the email address already exists, that address is already attached to a Pipeline account — here's how to free it up or work around it.
Why This Happens
Every login email in Paperless Pipeline has to be unique across all account...
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Document access and money access are two different switches in Pipeline, set on the same page. Once you see them as separate, most of what offices want here turns out to be a checkbox rather than a compromise.
Introduction
Your admin needs to o...
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An auditor needs to look, not touch. Add them as a user for the length of the audit, then take the access back when it's over.
Introduction
Most auditors would rather browse your files themselves than wait on a folder of downloads, and plenty o...
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An agent leaves and their work stays exactly where it is. Deactivation ends their access without touching a single transaction, document, or commission tied to their name.
Introduction
Someone resigns, gets terminated, retires, or moves to the ...
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A TC touches every file in your office but shouldn't own any of them. Three setups, and the one you pick decides what they see.
Introduction
There's no "TC" role in Pipeline. You build one out of a user and a set of permissions, and that's a go...