1/18/2024 0 Comments Paperless pipeline reviewsClick, then follow the prompts to connect to DocuSign.Click from the Integrations section of the left menu.Click your name in the upper right corner of Pipeline, then.To get started, you'll need to login to DocuSign from within Pipeline to re-establish the connection between Pipeline and DocuSign. You can now send docs out for DocuSign signature directly from within Paperless Pipeline, saving you the time and effort of having to send them to DocuSign, then visit DocuSign to send them from there. Continue to view executed docs in DocuSign or import them back into Pipeline from Unassigned Docs. Re-connect to DocuSign from your Personal Profile page, then when you send docs for signature from Reference or transactions, you'll do so without leaving Pipeline. You can now send docs out for DocuSign signature directly from within Paperless Pipeline. Sends docs out for DocuSign signature faster and easier Keep Contact Roles on transactions accurate and up to date Master admins can create new Custom Fields by going to Admin / Settings, then clicking from the left menu. They'll also be searchable in either the Transaction Date Range Search or Global Search areas. Any custom date-type field can optionally be set as a Trigger Date to allow Task Due Dates and Scheduled Messages to be triggered relative to that date.Ĭustom Fields will appear in all places that regular transaction fields appear, including on Coversheets, as Autofill Tags, and in downloads. From dates to lists to text fields, use these new fields to cleanly gather and track information that helps your team drive transactions to completion. Master admins can now add up to 10 Custom Fields to help their team track custom information that doesn't already have a field on transactions. įrom Company Settings, click to turn on any of the following fields your office needs to track on transactions. To duplicate a transaction: From the Transaction List, click the transaction's gear, then select. Support a Parcel of Properties: Save time by duplicating transactions representing a parcel of several properties with nearly identical property information. ![]() ![]() Then any remaining, transaction-specific information can be added to the resulting transaction.Ĭopy Buyer Offer Transaction: Duplicate an existing buyer's offer transaction when it falls through to effortlessly copy the transaction. Whenever that template transaction gets duplicated, its info will automatically be copied over. Include as much or as little info, docs, contacts, checklists, etc. Transactions as Templates: Create a transaction to be used as a template, containing whatever default information is appropriate for that template's scenario (e.g., Transaction Name: "Sunset Office Listing Template", or "Team Willow - Template"). Here are a few examples of how duplicating transactions can save time every day: Pipeline's new Duplicate Transaction option can streamline your team's workflow in unique and creative ways you won't be able to live without. Say goodbye to repetitive manual transaction entries. Duplicate Transaction: The Time-saving Tool You Didn't Know You Needed
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