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Paperless Pipeline Refine Agent & General Help Admin Help Commission Module How to Get Help Table of Contents Table of Contents Toggle navigation Refine Agent & General Help Admin Help Commission Module How to Get Help Contact Us Refine Agent & General Help Admin Help Commission Module How to Get Help Home Glossary Agent & General Help Getting Started: The Basics (Great for agent training) Downloadable Agent Guide (PDF) Agent Quick-Start Video Create a Transaction Manage Checklists on Transactions Upload a Doc Assign a Doc to a Transaction General Help Resetting a Forgotten Password Managing Both Sides of a Sale Within a Single Transaction (Dual-sided Transactions) Creating a New Offer Share Transaction Contacts Conveniently via Notes Creating & Managing Reusable Note/Email Templates Understanding Maildrop Addresses Finding Your Maildrop Address Emailing Docs & Notes from Transactions Emailing Outside/Co-op Agents Track Received Emails Send or Add Audio Messages from Transactions Home Page Track Received Email Messages and Attachments on Transactions Managing Comments on Docs Highlight a Person's Task by @mentioning Them Managing Contacts Download Agent's vCard Searching & Downloading Transactions Saving Custom Searches & Sorts as Shortcuts Viewing Closed, Expired & Canceled Transactions When to Add New Offers? Merging Docs Breaking Apart Docs Managing Break Apart Templates Import Dropbox Docs into Unassigned Docs Add a Pipeline Icon to a Mobile Device’s Home Screen Syncing and Unsyncing Tasks with Calendars Paperless Pipeline Keyboard Shortcuts Document Categories Keep Your Computer Logged in to Pipeline for 7 Days Understanding Checklists and Tasks Formatting Transaction Notes / Emails Managing New Offers Auto-fill Tags in Email Templates Drag and Drop Doc Comments to Notes Troubleshooting Security FAQ Enable or Disable Scrolling on Checklists Chrome Scrolling Bug Fillable PDF Docs Not Saving in Chrome Browser Docs / Signatures Being Cut Off When Using Chrome's PDF Viewer Enable a Browser to Open PDF Docs in Adobe Reader PDF Docs Contain Jumbled or Scrambled Letters Sending Mobile Camera Images as PDF Files Disable the Skype Plugin on FireFox Yellow Tip Bubbles (Pop Ups) Won't Go Away Problems Opening PDF Documents in Chrome Perform a Hard Refresh and Clear a Browser's Cache System Requirements Can't Mark Checklist Tasks as Complete PDF Docs Turning Black or White (Blank) Unassigned Doc Uploads Not Working Properly on Tablets Import From Dropbox Option Not Showing up for iPad Users Problems using Paperless Pipeline with Internet Explorer Paperless Pipeline is Running Very Slowly for Me Document Previews Don't Show Signatures or Filled in Data Columns Not Printing When Using the "Selection Only" Option in Chrome Yellow Tip Bubbles (Pop Ups) Won't Go Away Tools, Tips, and Tricks Auto-detected Transaction Sides Allow Quick Selection of Categories When Assigning or Uploading Docs Auto Text Entry (For Inserting Frequently Used Text) Sort Transaction Docs by Document Label Remember the Last Sort Order of Transaction Docs Search by Role on Manage Users Page Embedded Fonts DocuSign Integration Connecting and Disconnecting from DocuSign How to Send and Receive DocuSign Docs in Pipeline Issues Connecting to DocuSign Account with Multiple Users What's New What's New in Paperless Pipeline Onboarding Webinar for Pipeline Admins Admin Help Getting Started: The Basics Admin Quick Start Video Adding Users Add a Checklist Template Create a Transaction Add a Checklist to a Transaction Upload a Doc Reviewing Documents Pipeline Pro Webinars Pipeline Pro Webinar Recordings Account Setup Sending Welcome Emails to Users Custom Formatting Help for Transaction Names Customize Transaction Statuses Creating and Using Custom Transaction Labels Color-coded Custom Labels in Unassigned Docs Set Default Value for Transaction’s More Info Field Creating a New Category Under Reference Docs Opting Into or Out of Daily Tasks Reminder Emails Exclude Active Transactions from Monthly Backups Import Listings into Pipeline from Other Systems Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired Color Customization Options for Paperless Pipeline Understanding Transaction Statuses Company Settings Managing Users and Locations Understanding Admins Master Admin Permissions Create and Upload an Agent Roster Managing User Permissions Adding Locations Managing Location-specific Admin Download a List of Users Can't Add User - Email Address Already Exists Use Paperless Pipeline for storing HR (Human Resource) files for Agents and Employees Designate an Agent as an Assistant on a Transaction Managing Checklists and Tasks Manage Checklist Templates Specifying Business or Calendar Days for Task Due Date Calculations Set Task Visibility Smart Checklists: Automatically Align Docs with Related Checklist Tasks Automatically Assign Checklist Templates to Transactions Auto Applying Checklists to Dual-sided Transactions Order Automatically Assigned Checklists Download Checklist Templates as CSV Spreadsheet Files Managing Key Dates Understanding Checklists and Tasks Bulk Add Tasks to Checklist Templates Managing Checklists on Transactions Hide Completed Tasks from Transaction Checklists Managing Backups Monthly Backups Handling Large Backups Commission Reporting Module Commission & Reporting Module: Getting Started Client Fees More Admin Tasks Delete a Transaction Using the Reference Area Delete Received Emails from Transactions Download Individual Transactions on Demand Shared Email Templates Managing Expiration Dates of Listings Download a Report of Transactions and Filter by Status, Close Date, or Other Fields Store Website Links within Reference Standardized Document Names Managing and Using Doc Labels Export Account-wide Contacts as a Spreadsheet Bulk Apply Unassigned Doc Labels Zip Codes Extracted from Property Addresses Viewing History of Reviewed Docs for Compliance Managing Unreviewed Docs Updating Credit Card Information Billing Basics Entered Docs Recover Docs Deleted from Transactions and Unassigned Docs How to Sort Downloaded Transaction Spreadsheets Troubleshooting Why Can't Agents Change Some Fields on Their Transactions? Can't Open Monthly Backup - Backup Invalid Error Arizona Brokers Transaction Logs Paperless Pipeline API Through Zapier Tools, Tips, and Tricks Unlock Admin Superpowers Receive Notifications when Documents are Added to Transactions Managing and Storing Docs Commission Module Initial setup Commission & Reporting Module: Getting Started Give Staff the Ability to Enter Commission Details and Access Reports (Commission Module Permissions) Configure Commission & CDA Settings Customize Agent Fees Set Up Deduction Types Create and Use Commission Basis Add Agent Commission Splits Add Commission Notes for an Agent Add Agent Start Dates Distribute Commission to In-house Referring Agents Deduct Earnest Money Deposit at Closing Format CDA Special Instructions Assistance with Multi-tier Commission Splits Track Outside Referral Commission Commission & CDA Settings Designate an Agent as an Assistant on a Transaction Calculate Commissions Faster Manage Commissions Track Referral Commissions Paid to Other Brokerages Track Referrals Disburse Payments to Agents’ Assistants and Teammates Using In-House Deductions Email a CDA to Title / Escrow / Attorney Pay Third Parties Directly from the Agent's or Brokerage’s Commission View Year-To-Date Production Numbers for Agents When Generating a CDA Reports Agent Commission Statement Agent Income Report Aggregate Performance Report Commissions & Closings Report Agent Production Report Receive Monthly Production Summary by Email Download a Pending Commissions Report Tracking Lead Sources Listing Inventory Report Pending Inventory Report Lead Sources Report Personal Commissions Report How to Get Help Hello, how can we help? 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