Keyboard Shortcuts

Learn all about Paperless Pipeline's keyboard shortcuts for Windows and MacOS.
Who Can Do This? Anyone.

Quick Add

From anywhere in Pipeline, use the available hot keys to quickly add a transaction or upload docs.

Add Transaction

To add a new transaction, press the keys:

  • Ctrl + Alt + T (Windows)
  • Ctrl + Opt + T (MacOS) 

Upload Docs

To upload new docs, press the keys:

  • Ctrl + Alt + D (Windows) 
  • Ctrl + Opt + D (MacOS) 

Quick Navigate

From anywhere in Pipeline, use the available hot keys to quickly navigate to a certain page from the top menu.

Go to Home Page

To go to the Home page, press the keys:

  • Ctrl + Alt + 1 (Windows)  
  • Ctrl + Opt + 1 (MacOS) 

Go to Transactions List Page

To go to the Transactions List page, press the keys:

  • Ctrl + Alt + 2 (Windows) 
  • Ctrl + Opt + 2 (MacOS)

Go to Tasks Page

To go to the Tasks page, press the keys:

  • Ctrl + Alt + 3 (Windows) 
  • Ctrl + Opt + 3 (MacOS)

Go to Unassigned Page

To go to the Unassigned page, press the keys:

  • Ctrl + Alt + 4 (Windows) 
  • Ctrl + Opt + 4 (MacOS)

Go to Unreviewed Page

To go to the Unreviewed page, press the keys:

  • Ctrl + Alt + 5 (Windows) 
  • Ctrl + Opt + 5 (MacOS)

Go to Reports Page

To go to the Reports page, press the keys:

  • Ctrl + Alt + 6 (Windows) 
  • Ctrl + Opt + 6 (MacOS)

Go to Reference Page

To go to the Reference page, press the keys:

  • Ctrl + Alt + 7 (Windows) 
  • Ctrl + Opt + 7 (MacOS)

Go to the Admin / Settings Area

To go to the Admin / Settings area, press the keys:

  • Ctrl + Alt + Z (Windows) 
  • Ctrl + Opt + Z (MacOS)

Transactions

Use the available transaction hot keys while you're viewing a transaction.

Edit a Transaction

To edit the transaction you are viewing, press the keys:

  • Ctrl + Alt + E (Windows)
  • Ctrl + Opt + E (MacOS)

Compose a Note / Email

To compose a note or email on a transaction, press the keys:

  • Ctrl + Alt + N (Windows)
  • Ctrl + Opt + N (MacOS) 

Documents

While you're previewing documents in Pipeline, use the available hot keys to quickly navigate through docs and (for admins) mark them as reviewed.

Show Next Page

To show the next page of the document, press "˃".

Show Previous Page

To show the next page of the document, press "˂".

Jump to a Specific Page

To jump to a specific page, type in the page number.

Mark a Doc as Reviewed

To mark a doc as reviewed, press the keys:

  • Alt + R (Windows)
  • Opt + R (MacOS) 

Show Previous Doc

To show the previous document, press "Shift" + "˃".

Show Next Doc

To show the next document, press "Shift" + "˂".

Complete List of Hot Keys

Quick Add
CommandsWindowsMacOS
Add TransactionCtrl + Alt + TCtrl + Opt + T
Upload DocsCtrl + Alt + DCtrl + Opt + D
Quick Navigate
CommandsWindowsMacOS
Go to Home pageCtrl + Alt + 1Ctrl + Opt + 1
Go to Transactions List pageCtrl + Alt + 2Ctrl + Opt + 2
Go to Tasks pageCtrl + Alt + 3Ctrl + Opt + 3
Go to Unassigned pageCtrl + Alt + 4Ctrl + Opt + 4
Go to Unreviewed pageCtrl + Alt + 5Ctrl + Opt + 5
Go to Reports pageCtrl + Alt + 6Ctrl + Opt + 6
Go to Reference pageCtrl + Alt + 7Ctrl + Opt + 7
Go to Admin / Settings areaCtrl + Alt + ZCtrl + Opt + Z
Transactions
CommandsWindowsMacOS
Edit a TransactionCtrl + Alt + ECtrl + Opt + E
Compose a Note / EmailCtrl + Alt + NCtrl + Opt + N
Documents 
Commands
Windows
MacOS
Move Forward a Page˃˃
Go Back a Page˂˂
Jump to a Specific PageType in the page number.Type in the page number.
Show Previous DocShift + ˄Shift + ˄
Show Next DocShift + ˅Shift + ˅
Mark a Doc as Reviewed (for Admins)Alt + ROpt + R

Pipeline Pro Webinar: Keyboard Shortcuts

In this Pipeline Pro webinar, learn valuable keyboard shortcuts that will streamline and optimize your Pipeline skills.

19:28

View more Pipeline Pro Webinars here →