Your Email Signature Formatting in Pipeline Email Docs & Notes from Transactions Alternate Email Signatures Received Emails Track Received Emails Track Received Email Messages and Attachments on Transactions ...
Document Permission Categories Standardized Document Names Managing and Using Doc Labels Set Up and Manage Reference Docs & Links Download and Use Reference Docs & Links Send Reference Docs & Links from ...
Company Settings Home Page Announcement Billing Basics Billing History Update Credit Card Information Two-factor Authentication Monthly Backups Exclude Active Transactions from Monthly Backups FAQ...
Auto-detected Transaction Sides
Understanding Transaction Statuses
Customize Transaction Statuses
Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired
Creating and Us...
Two-factor authentication (2FA) adds an extra layer of security to your Pipeline account. It requires users to enter a security code sent to their login email before gaining access.
Log into Paperless Pipeline using two-factor authentication when your company requires it.
Who Can Do This? Anyone whose company requires it must log in using two-factor authentication (unless they are opted out).
To log into Pipe...
Opt individual users out of two-factor authentication when it's required company-wide.
Who Can Do This? Master admins can opt individual users (except other master admins) out of two-factor authentication.
To opt an individual user o...
Opt yourself out of two-factor authentication when it's required company-wide.
Who Can Do This? Master admins can opt out of two-factor authentication.
To opt yourself out of two-factor authentication:
Check [Opt-out...