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Last Updated: 09/24/2026
in More Guides By Topic Documents
Build a shared list of your company's document names, and every agent names the same form the same way — with your preferred label and permission category already set.
Introduction
The same form arrives named six different ways...
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Signers are the people a request goes out to. Choose who signs, set the order they sign in, and copy anyone who just needs to see it.
Introduction
A signature request is only as good as the list of names on it. A wrong address on the third sign...
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When the last signature lands, the executed document comes back to Pipeline on its own. Here is where it goes and what rides along with it.
Introduction
The part of e-signing that used to eat the most time was the end of it — downloading the ex...
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Two free signature requests let a master admin try Pipeline eSign end to end before turning it on for the office.
Introduction
Deciding whether a signing tool suits an office is hard to do from a description. What matters is how it feels on a r...
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Last Updated: 09/11/2026
in More Guides By Topic Pipeline AI Paperwork for one deal rarely arrives in one file. Combine the pieces into a single document right on the Unassigned page, before any of it is assigned and before you hand it to AI.
Introduction
A listing packet turns up as five separate emai...
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Last Updated: 09/11/2026
in More Guides By Topic Pipeline AI Before you commit to a number, the Pipeline AI page shows how many AI runs a limit would cover, sized to the plan you're already on.
Introduction
Picking a budget for something you haven't used yet is guesswork. A figure on a slider tells you n...
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Last Updated: 09/11/2026
in More Guides By Topic Pipeline AI When the month's AI spend reaches your limit, Pipeline AI pauses for everyone until the cycle resets or a master admin raises the ceiling. Nothing else about Pipeline changes.
Introduction
One day the AI options aren't there. Nobody removed the...
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Last Updated: 09/11/2026
in More Guides By Topic Pipeline AI Pipeline AI is priced by the run: one pass over one document, one dollar, and only when someone on your team chooses to use it.
Introduction
Software you pay for by the month has one bill, and after a while you stop thinking about it. Software ...
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Last Updated: 09/11/2026
in More Guides By Topic Pipeline AI Two switches decide who can spend on AI: a master admin turns Pipeline AI on for the account, then chooses who can run AI Create and who can run AI Update.
Introduction
Every other feature in Pipeline is free to use once you can reach it. Pipel...
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Emails you send out of Pipeline arrive from help@paperlesspipeline.com with your name on them, and replies come back to you.
Introduction
This is the question support hears most often about messaging: why doesn't my email say it's from me? The ...