Updated Articles

  1. Layout B API test · Moved Child

    Layout B API test. Safe to remove.
  2. Layout B API test · Intro

    Layout B API test. Safe to remove.
  3. Doc Preview

    Click a doc's name and it opens right there on the page — read it, page through it, and keep working without downloading a thing. Introduction Most of the time you don't need the file, you need to look at it. Checking one initial shouldn't cost...
  4. Password Reset

    Forgot your password, want to change one you know, or need to reset one for an agent? Here's every way to get a password sorted. Introduction You can reset your own password. It's a link you ask for from the login page, you follow it, and you s...
  5. Login Email Address

    Your login email address is the address you sign in with — and the one Pipeline sends your messages from. Introduction One address does two jobs. It's what you type at the sign-in screen, and it's what appears in the From line when Pipeline sen...
  6. Transaction Permissions

    Permissions decide what someone can do to a transaction: create it, edit its fields, change its status, or delete it. You set them per user, per location. Introduction Two people can be inside the same transaction and still not be able to do th...
  7. Transaction Access

    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...
  8. Commission Info

    The money on a deal lives on the deal. A transaction records what your office expects to earn, and once commissions are entered it shows what each person is owed. Introduction Somebody asks what an agent is getting on a closed deal, and the answ...
  9. Transaction Deletion

    Deleted a transaction by mistake? Our team can often bring a recently deleted one back — here's how recovery works. Introduction Deleting a transaction in Paperless Pipeline is permanent. There's no recycle bin and no self-serve undo, and confi...
  10. Transaction Backup Inclusion

    Flag an individual transaction so it lands in your next monthly backup, even when Pipeline wouldn't pick it up automatically. Introduction You're editing a transaction and there's a checkbox about next month's backup. The question it raises is ...