-
Your franchise agreement is ending and the account stays with you. Coming out of an Enterprise keeps every transaction, user, and document exactly where it is — what changes is who administers it and who pays the bill.
Introduction
An office le...
-
One company, several Paperless Pipeline accounts. An Enterprise ties them together so the people who run the whole business can reach every account from one portal.
Introduction
Most companies run on a single Paperless Pipeline account and use ...
-
The Enterprise Portal shows up only for the profile that carries Enterprise Admin, which is why it can be missing when you expected it. Here's what to check, in order.
The Enterprise Portal Isn't in Your Left Menu
The portal appears under the e...
-
An Enterprise can name one person as its Enterprise Owner: the same authority as an Enterprise Admin, plus the only say in closing the Enterprise.
Introduction
Most decisions in an Enterprise can be made by whoever reaches them first, and that'...
-
An Enterprise groups your separate Paperless Pipeline accounts under one portal, with no extra charge for the portal itself. Answers to the common questions about becoming an Enterprise, what it costs, and what stays the same in each account.
Doe...
-
An Enterprise Admin is the one role that reaches across account boundaries — full authority in every account in the Enterprise, from a single sign-in.
Introduction
Inside a single Paperless Pipeline account, the master admin is the top of the t...
-
We grant Enterprise Admin in writing, and it carries everything a master admin has in every account at once. Answers to the common questions about adding admins, billing access, and how the role compares to master admin.
How do I add or remove an...
-
Every request you've sent sits in one list, so you can see who has signed, who is holding things up, and what you can do about it.
Introduction
Sending is the easy part. What follows is the part that eats a Tuesday: working out whether the seco...
-
Every sent request carries a status, a per-signer breakdown, and a gear menu of things you can do to it. Answers to the common questions about tracking, reminding, canceling, and archiving.
Where do I see everything I've sent for signature?
Cl...
-
Not ready to send? Save the request as a draft and pick it back up when the details, the approval, or the timing finally lands.
Introduction
You've picked the documents, added the signers, and placed forty fields. Then the number you were waiti...