Print Transaction Coversheets and Search Unreviewed Docs
Spring is here and we have released a couple of helpful features to make you even more productive!
+ Labels for Transactions + Checklist Auto-assignment + Reusable Message Templates for Notes & Emails + Standardized Document Names + Color-coded Labels for Transaction Docs + Smartphone & Tablet Optimizations _______________________ = One fully-loaded release!
Our new release is fully-loaded to keep you more mobile and productive than ever! Label transactions to identify them easily Auto-assign checklists based on transaction status Save and reuse frequently needed messages Standardize document names across all transactions Label documents …
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Transaction Editing Improvements
Last night we made some changes to Pipeline that we think your agents and admins will love. Now agents will enjoy increased control over their own transactions and both agents and admins will appreciate new filters, formatting and more!
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Improved Transaction History, Doc Previews and Much More…
On Monday night we made some improvements to Pipeline to make it quicker, smarter, and more mobile friendly. Here are some of the things we’re most excited about: Document Preview Sizes You can now zoom in and out of document …
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More Checklist Improvements
Last month we updated checklists to include due dates on tasks. We’ve gotten some really positive feedback and made our due dates even better as a result. Starting today, you can view your soonest due tasks from the dashboard. You …
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Checklist Due Dates Are Here!
When you log in to Pipeline on Thursday, you’ll notice some big changes… Checklist Due Dates Now you can add due dates to your checklist tasks. Use them to track deadlines on transaction paperwork, contingencies, agents’ tasks, and anything else …
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Previews, Shortcuts, and Big Fancy Servers
We’ve received really great feedback about the new document previews. The best part is seeing how easy it is for new agents (and new offices) to instantly understand how to open and review a doc in Pipeline. We also received …
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iPhone and iPad-friendly Document Previews
We recently revamped PDF previews to make it even easier to view and work on documents within Paperless Pipeline. And, they’re now fully functional on your iPhone and iPad so you can review, assign, and follow-up on documents anywhere. With …
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The PDF Fixer-Upper
Today we’re releasing a tool that we’ve been working on for the past couple months. We call it PDF Fixer because it takes the PDFs you upload and puts them in tip-top shape. Paperless Pipeline has always handled modern PDF …
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