Updated Articles

  1. Lead Sources

    Last Updated: 07/16/2024

  2. Transaction Labels

    Last Updated: 07/16/2024

  3. Transaction Statuses

    Last Updated: 07/16/2024

  4. Company Settings for Transactions

    Last Updated: 07/16/2024

  5. Welcome Emails

    Last Updated: 07/16/2024

  6. User Management

    Last Updated: 07/16/2024

  7. User Permissions

    Last Updated: 07/16/2024

  8. Snippets

    Last Updated: 07/15/2024

  9. What's New (June 29, 2017)

    Last Updated: 07/08/2024 in What's New
    Recover deleted docs: Master admins and document deleters can recover docs deleted from transactions as well as unassigned docs. Click the "Deleted Docs" option from the left-hand menu of the transaction or the Unassigned Docs section to locate an...

  10. What's New (October 8, 2017)

    Last Updated: 07/08/2024 in What's New
    Format notes and send structured emails from transactions: Format transaction notes and messages with bolded text, italics, bulleted lists, etc. Pipeline now supports the popular and easy-to-learn Markdown formatting method to give you better cont...