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Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection.
Who Can Do This : Anyone can view the libra...
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Notes live directly on a transaction and are visible to everyone with access, unless marked private. Each note shows who created it and when, keeping a clear record of communication.
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Transaction notes keep all communication tied to a deal in one place. Use notes to document internal updates, log phone calls, or share information with teammates. Notes are stored in the Notes & Sent Emails section at the bottom of each transac...
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Record and track important communication directly on a transaction. Use notes to capture updates, reminders, and conversations so everyone involved stays informed.
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Last Updated: 09/15/2025
in More Guides Topics Integrations
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Last Updated: 09/10/2025
in More Guides Topics Documents
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Easily find and work with the documents you need — whether you're grabbing a shared form, sorting new uploads, working a transaction, or reviewing docs for approval.
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Paperless Pipeline employs a comprehensive security framework that incorporates server security, data encryption, and login protocols. Leveraging industry-standard SSL encryption and Amazon Web Services (AWS) 's world-class server infrastructure...
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Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection.
Who Can Do This : Anyone can view the libra...
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Message Templates save you time by allowing you to save and reuse messages you send frequently. To maximize your time savings, pair Message Templates with Autofill Tags to allow Pipeline to automatically insert specified information from e...