-
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 . ...
-
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.
-
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 ...
-
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...
-
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...
-
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"...
-
Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Learn how to use customized labels to distribute unassigned doc assignment responsibilities across multiple admins. IN THIS ARTICLE Define Custom Labels for Company Use Apply Labels 1:06 Define Custom Labels for Co...
-
Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY This article will teach you how to apply labels to multiple unassigned documents at once. IN THIS ARTICLE Apply Labels to Multiple Docs :26 Apply Labels to Multiple Docs Click [Unassigned] from the top menu. ...
-
Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY This article explains how you can upload docs manually, by dragging and dropping, via email, and directly to a transaction. Docs may be uploaded to a general holding area called Unassigned from where they can later be assigned to a...
-
Last Updated: 04/05/2024
in Guides By Topic Docs
SUMMARY Each user has their own unique transaction maildrop addresses and Unassigned maildrop address so that Paperless Pipeline will know from which user a message and attachment is coming. IN THIS ARTICLE Find your Unassigned Docs Maildro...