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Last Updated: 08/06/2025
in More Guides Settings Company Settings let you shape how Paperless Pipeline works for your business. They define your company identity, control key behaviors across documents, transactions, and checklists, and determine how your team interacts with the system.
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Last Updated: 08/06/2025
in More Guides Settings
Your account settings control how your company uses Paperless Pipeline, including who can log in, how transactions move through your workflow, and which advanced features are available. Introduction People Locations Users Contacts Contact ...
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This week, we'll cover several creative options for informing, directing, and educating your team via Pipeline's Home Page Announcement . Be sure to bring any creative ways you use Announcements to share with the group!
11:17
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Post a Home Page Announcement to share important news or information with agents and admins.
Who Can Do This : Master admins .
To post an announcement:
Scroll to the Home Page Announcement Section
S...
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Remove an announcement when you no longer want it displayed on the Home page.
Who Can Do This : Master admins .
To remove an announcement:
Scroll to the Home Page Announcement Section
Scroll down th...
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Home Page Announcements are an easy way to keep agents and admins in
the loop. Located at the top of each of your team members' Home page,
announcements allow you to share important news and training updates or
add some fun to the workday.
N...
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Post an announcement on the Home page to keep agents and admins
up-to-date and involved.
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Last Updated: 08/06/2025
in More Guides Topics Transactions
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