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Last Updated: 04/05/2024
in Guides By Topic Messaging
Pipeline's formatting options enhance the readability, visual appeal, and engagement of your messages, email signatures, and announcements. Introduction Use Pipeline's formatting options to make messages easier to read, more visually a...
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Last Updated: 04/05/2024
in Guides By Topic Messaging
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Update the password you use to log into Paperless Pipeline.
Who Can Do This? Anyone can change their own Paperless Pipeline password.
To change your password:
Enter Your Current Password .
Forgot your password? &n...
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Update your email address in Paperless Pipeline to change the address you use to log in and send messages. Who Can Do This? Anyone can change their own email address. To change your email address: Enter Your Email Address . ...
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Customize your email signature to add a personal touch to your email messages. Choose between a text signature and an image signature, or use both.
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Log into your company's Paperless Pipeline account to access transactions, docs, checklists, and other features based on your permissions in the system.
Who Can Do This? Anyone added to a Paperless Pipeline account can log in and ...
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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Master Admins and document deleters can quickly recover docs that have been deleted from transactions and Unassigned Docs. IN THIS ARTICLE Recover Docs Deleted from a Transaction Recover Docs Deleted from Unassigned Docs Who C...
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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Pipeline will automatically remember the last sort option you used on a transaction's docs. Whenever you go to any transaction, its docs will be sorted by your last sort order. Sort Transaction Docs In the docs secti...
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Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Unassigned Docs is the general holding area for documents that have not yet been assigned to transactions. In this article, you'll learn how to assign Unassigned docs to transactions. Short Version: 1) Click "Unassigned"...