Updated Articles

  1. Ways to Use Your Maildrop Address

    Put your maildrop address to work in everyday workflows to save time, reduce clicks, and keep your docs where they belong: Save Your Maildrop Address to Your Contacts : Keep it handy for quick sending from any device. Program Your Unassigned Do...
  2. Retrieve Your Transaction Maildrop Address

    Retrieve your personal maildrop address for a transaction to email docs and messages directly into that transaction without logging in. Sent emails appear in the Received Emails section, and any attached docs are placed in Unassigned, pre-ass...
  3. Introduction to Maildropping Docs

    There are two types of maildrop addresses: Unassigned Docs maildrop — Sends docs straight into your Unassigned Docs. Transaction maildrop — Sends docs and messages directly into a specific transaction. Maildrop addresses are unique to each user...
  4. Upload Unassigned Docs

    Store Unassigned Docs in Pipeline now and assign them later when the transaction is ready. Who Can Do This : Admins  and agents with Upload Docs permission. To upload Unassigned Docs: Start the Upload ...
  5. Maildropping Docs

    -intro- Learn how to Maildrop Docs
  6. Upload Docs to a Transaction

    Easily add documents directly to a transaction so they’re organized, searchable, and accessible to the right people. Who Can Do This : Admins  and agents with Upload Docs and Assign Docs permission. To upload docs ...
  7. System Requirements

  8. Optimizing Your Paperless Pipeline Experience

    Why We Recommend Keeping Your Browser Up-to-Date To ensure optimal performance and access to all features, we strongly recommend keeping your browser updated. As we continually improve Paperless Pipeline, older versions of browsers may lose ...
  9. Security

  10. Ways to Enhance Account Security

    Admins Here are some ways admins can contribute to a more secure login process and enhanced account security: Require Users to Authenticate Their Device : If your company requires two-factor authentication, users must enter a security...