Assign a single document to a transaction. Who Can Do This : Admins and agents with Assign Docs permission. To assign a doc to transactions from the Unassigned Page
Find the Doc
Locate the doc you want to assign. Use s...
Two-factor authentication (2FA) adds an extra layer of security to your Pipeline account. It requires users to enter a security code sent to their login email before gaining access.
Retrieve your personal Unassigned Docs maildrop address to email files straight into your Unassigned Docs without logging in. The body of the email is discarded and only the attachments are kept.
Who Can Do This : Admins and agent...
Retrieve your personal maildrop address for a transaction to email docs and messages directly into that transaction without logging in. Sent emails appear in the Received Emails section, and any attached docs are placed in Unassigned, pre-ass...