SUMMARY
Learn how to manage and view checklists and tasks on transactions.
IN THIS ARTICLE
Introduction
HOW TO
Manage Transaction Checklists
Add a Checklist 🎥
Edit a Checklist Title...
Enter Dual Buyers or Sellers Once and Forget It When there are two buyers or two sellers on a transaction, you can enter them both directly on the Add or Edit Transaction page. Doing so will automatically add them...
Break Apart: Split and Name Docs While Zoomed In If you need to get a closer look at a doc as you're breaking it apart, you can now complete the entire process while zooming in on a single page. You can now split, name, and assign permissi...
Learn how Contacts work in Paperless Pipeline, including adding them to transactions, managing them, downloading them and more. Introduction What are Contacts? Contacts are people outside your Pipeline account involved in a transact...
SUMMARY This article explains how to Add and Share Contacts via Notes. IN THIS ARTICLE How to Add and Share Contacts via Notes Include Contacts When Sending a Coversheet 1:10 How to Add and Share Contacts via Notes Nav...
Use an alternate email signature to either include an agent's signature when sending a message on their behalf, or to exclude a signature altogether when sending an unbranded email.
SUMMARY Learn how to send messages and docs directly from a transaction to internal and external recipients. IN THIS ARTICLE Introduction Who Can Do This? Video 🎥 Send a Transaction Note or Email Specify Recipients ...