Viewing Docs

Quickly access the documents you need — whether they're shared office forms, waiting in Unassigned, tied to a transaction, or waiting for admin review.

Introduction

Documents live in different areas of Pipeline, depending on where they are in your workflow. Each area plays a key role in helping your team stay organized, efficient, and compliant.

• Reference Docs store your office’s standard forms, templates, and shared resources. This central library keeps everyone on the same page and using the most current versions.
• Unassigned Docs hold files that haven’t yet been added to a transaction. Use this space for incoming documents you're not ready to process or that need to be assigned by an admin.
• Transaction Docs are added directly to transactions, where your team shares, reviews, and tracks them for compliance.
• Unreviewed Docs show what still needs attention. Brokers and admins can quickly find and review pending docs without digging into individual transactions.

No matter where you're working, Pipeline gives your team fast access to the right documents—and the tools to act on them without switching pages.

View Reference Docs 1

How to View and Use Reference Docs in Paperless Pipeline

View Unassigned Docs

• View Transaction Docs

• View Transaction Docs to work with everything tied to a specific deal—contracts, disclosures, signed forms, and more—all in one place.

• Who Can Do This: Anyone with access to the transaction can view its docs, depending on the permission category set on each document.

• To view Reference Docs:

  1. Go to the Reference Page
     • Click [Reference] from the top menu.
  2. Browse or Filter Reference Docs List
     • Scan doc names and labels for quick recognition.
     • Expand or collapse categories to focus on what matters.
     • Use the search options to find a specific doc fast.
  3. Take Action
     • From here, you can take action on the document as needed (outlined below).

  Preview a Reference Doc

  Click the name of the doc to preview it. 

  If the doc is not a PDF, select [Open PDF] to open it in your browser.

  Download a Reference Doc

  Click the doc's gear, then [Download]. The doc will be downloaded to your computer.

  Email a Reference Doc

  Email docs from the Reference Area...

  Learn how to Email Docs (Reference Docs)

  Admins can manage Reference Docs. Custom Reference Library Management 

• View Unreviewed Docs

• View Unreviewed Docs from a single page to quickly review, comment on, and mark documents across multiple transactions—without needing to open each transaction individually.

• Who Can Do This: Only users with review permissions—typically brokers, managers, or compliance staff—can access the Unreviewed page.

• To view unreviewed docs:

  1. Open the Unreviewed page
     • Click [Unreviewed] from the top menu (only visible if you have permission to review docs).
  2. Browse the list
     • You’ll see all unreviewed docs across your office. Use filters to narrow by agent, transaction, or doc type.
  3. Open a doc
     • Click a doc name to view, comment, or review the document.
  4. Take Action
     • From here, you can mark as reviewed, leave a comment, or take other actions like replace or split the doc.

• What You Can Do From Any Doc

• Once a doc is added to Paperless Pipeline, you can take action based on your permissions. Learn how to manage docs with the following guides:

• Manage Docs
• Share Docs
• Comment On Docs
• Rotate Docs
• Break Apart Docs
• Merge Docs
• Review Docs
• Enter Docs
• Delete Docs