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You can email Reference docs directly from a transaction, just like transaction docs, coversheets, or other details. Learn how to Email Docs & Notes from Transactions ...
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The Reference Library is your go-to place for your company's frequently used forms, disclosures, training materials, and other essential documents and links. It gives you instant access to the resources you need most. Your Reference Library is al...
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The Reference Library is your company's shared space for the most used documents and links. It gives you quick, reliable access to the information and resources you use every day.
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Remove items from your Reference Library when they’re no longer needed.
Who Can Do This : Admins with permission to Delete any docs.
To delete an unneeded doc or link from your Reference Library:
Go to ...
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The Reference Library is your team’s go-to spot for frequently used forms, disclosures, training materials, and other essential documents and links. It keeps everything your agents and admins rely on in one organized, easy-to-access place. O...
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Watch this to become a Pipeline Pro on the Reference page : This Pipeline Pro webinar covers the various options available on the Reference page as well as how to best utilize them.
Who Can Do This : Paperless Pipeline Pro...
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Watch this to become a Pipeline Pro on the Reference page : Whether you need to implement initial roll-out training or ongoing training for new agents, you won't want to miss this session! You'll learn how to create custom training libraries...
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Add a document or link to your company’s Reference Library to give your team fast, organized access to the resources they rely on.
Who Can Do This : Admins.
To add a Reference doc or link:
Go to Re...
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Last Updated: 04/23/2025
in I am an Admin. Docs
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Create a new category to appropriately group docs and links in your Reference Library.
Who Can Do This : Admins.
To create a new category on the Reference page:
As you are adding / editing a Reference doc or link ( descri...