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Reuse an existing transaction as the starting point for a new one.
Introduction
Some transactions are almost the same transaction. Twenty lots in one subdivision, or every file you open for the same builder, differ by an address and not much el...
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Access decides who can open a transaction and see what's inside it — and in Pipeline, that comes down to who's on the transaction and who can view everything in its location.
Introduction
A transaction in Paperless Pipeline is visible to a spec...
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A split threshold is the dollar amount an agent has to generate for the brokerage before their split changes. Answers to the common questions about what counts toward it, when it resets, and what Pipeline does when an agent caps.
Is the threshold...
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Look forward instead of back. Pending Commissions lists the commission figures on deals that are under contract but haven't closed yet.
Introduction
Halfway through a month, what matters isn't what closed. It's what's coming: which deals are un...
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Your plan renews on a monthly cycle: your transaction quota resets, and Pipeline charges your card on your bill date.
Introduction
It's the third of the month, you've added nothing, and Pipeline says your transactions are used up. That's the mo...
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Anchors are the transaction dates that due date rules and message schedules count from. Answers to the common questions about which dates qualify, adding your own, and why a calculated date sometimes comes up empty.
Which dates can I use as an an...
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Last Updated: 11/10/2026
in More Guides By Topic Automation Pick the date a deadline counts from, and Pipeline works the rest out on every transaction — for task due dates and scheduled messages alike.
Introduction
The acceptance date moves by two days and nothing on the file is right any more. Inspecti...
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The tasks on a checklist are the documents to collect and the steps to finish on a transaction.
Introduction
A checklist template is an empty shell until you tell it what to track. Document Names or Tasks to Track is where that goes: one line...
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Maildrop addresses are personal, unchangeable, and always end in @docs.paperlesspipeline.com . Answers to the common questions about scanners, rejected attachments, and why emailed docs don't go straight to the transaction.
Why did my emailed do...
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Last Updated: 11/10/2026
in More Guides By Topic Documents Unassigned is the holding queue every emailed doc passes through on its way to a transaction — open it to see what arrived, who added it, and what it came in with.
Introduction
Docs that arrive without a destination have to wait somewhere. Unas...