Your Profile & Settings

Your Profile & Settings page is where you manage your personal details and customize how Paperless Pipeline works for you. From updating your name and email to adjusting your default view and notification preferences, this page gives you control over your individual experience in the system. 

Introduction

Access Profile & Settings

Manage Your Login Information

Manage Your Email Settings

Receive email acknowledgement whenever you send in docs to your maildrop

Receive monthly production summary by email

Receive notification when agent adds doc to a transaction

Receive daily email with upcoming tasks

Receive daily activity email

Include me in the staff recipients section of Notes

Enable alternate signatures on my messages

Customize Your Email Signature

Set Color Theme