Updated Articles

  1. Messaging on Transactions

  2. View Transaction Messages

    View notes added and emails sent or receivedfor the transaction, so you can stay informed and keep track of communication. Who Can Do This : Anyone can view messages sent from a transaction. Admins see all received emails;...
  3. Send or Schedule an Email from a Transaction

    To send or schedule an email from a transaction: Go to a Transaction Open a transaction. Start an Email Scroll down the page and click [Note / Email]. Specify Recipients Select your desired re...
  4. Messaging on Transactions

    Sending notes and emails from the transaction keeps all your communication in one place, tied directly to the transaction. Whether you're sharing updates with your team, emailing clients, or replying to messages, everything stays connected to the ...
  5. Add an Internal Note

    Add an internal note to record important details on the transaction when it's not necessary to notify others. Who Can Do This : Anyone . To add a note to a transaction: Access the Note / Email Area Go to transaction. Scroll...
  6. Reply to a Message

    Reply to messages on the transaction, including emails sent, emails received and doc comments. Who Can Do This : Anyone . Reply in Pipeline To reply to a message on a transaction: Go to a Transaction Access Notes & Sent...
  7. How Messaging on Transactions Works

    One Place to Talk About the Deal Each transaction gives you a central place to communicate. It’s where you add notes, send emails, reply to messages, and keep everything tied to what’s happening with that transaction. Messages don’t get lost. They...
  8. Introduction to Messaging on Transactions

    Every transaction in Paperless Pipeline gives you a dedicated space to manage communication so messages stay organized, available, and tied to the deal they belong to.
  9. Send an Email to a Transaction

    To send an email to a transaction:
  10. Email Reference Docs & Links from Reference

    Email your company's forms, disclosures, training materials, and other frequently used documents and links. Who Can Do This : Anyone . To email reference docs or links: Go to Reference ...