COMMISSION MODULE PAPERLESS PIPELINE HOW TO
COMMISSION MODULE PAPERLESS PIPELINE INSTALL
COMMISSION MODULE PAPERLESS PIPELINE ZIP FILE
COMMISSION MODULE PAPERLESS PIPELINE ARCHIVE

Learn more about the Monthly Production Summary → Email Admins Agent Anniversary RemindersĪutomatically email master admins and location admins (who have 'Manage Users' permission) 5 days before each user's Start Date anniversary.

Email Monthly Production Summary to AgentsĪutomatically email each agent their prior month's and year-to-date production figures such as sales volume and commissions.Īgents can opt out of receiving the reports by unchecking 'Receive monthly production summary by email' on their Personal Profile page. Email Agents When Admin Comments on DocsĪutomatically email agents whenever an admin comments on documents visible to them. Learn more about Key Dates → Email Settings Email Agents Expiring & Closing Transaction RemindersĪutomatically email your agents 5 days in advance of a listing expiration or closing. Tasks designated as Key Dates can be automatically displayed on transaction coversheets in the Transaction Key Dates and Milestones section. All key dates on a transaction (regardless of their visibility) will appear on a transaction's coversheets if checked.

Include a section of tasks marked as key dates on coversheets.

So adding docs with identical content to an existing doc will be disallowed if this option is checked. Past backups can be generated for a fee of $100 per four months of data.When checking for duplicates, Pipeline compares the content of docs (vs just the doc names). After that, the cost is $100 per four months of backups. The last month's backup is available for 30 days after the end of that month.

COMMISSION MODULE PAPERLESS PIPELINE INSTALL

You can also use 7-zip to open the downloaded backup file if your computer's default unzip option isn't working:ĭownload and install 7-zip here → Past Backups

COMMISSION MODULE PAPERLESS PIPELINE ZIP FILE

The backup is in the universal ZIP file format and can be opened using the unzip option built in to most computer systems. The transactions are organized in folders by property address and include everything associated with a transaction: Documents, notes, checklists, emails, and activity history.ĭocs are included in their original format, while notes, emails, checklists, and activity history are in plain text format which is compatible with all computers. Transactions added during the previous month will not be included in the monthly backup when the Company Settings is checked.

COMMISSION MODULE PAPERLESS PIPELINE ARCHIVE

If a doc is added to a transaction after it becomes inactive and has been backed up, Pipeline will automatically back the transaction up again during the next monthly backup.įor accounts subscribed to the Commission Reporting module, all financial information and CDAs will be included in the archive when the transaction gets backed up. It will also include any transactions where you have manually checked the checkbox (e.g., active transactions you want to be included). The monthly backup includes all transactions created during the previous month, as well as all transactions that become inactive (closed, expired, or fell through) in the previous month. Backups are available at the close of each month and are available for download for 30 days.

Users with the 'Download company-wide backups' permission can access monthly backups by clicking Monthly Backups from the left menu of the dashboard.

COMMISSION MODULE PAPERLESS PIPELINE HOW TO

Learn more about how to Download Individual Transactions on Demand → Accessing Backups In addition to monthly backups, you also have the ability to generate individual transaction backups on-demand. Backups are included in your monthly plan and must be downloaded within 30 days. The data in your paperless system is more secure than it would be in the average real estate office and is retained online for active, paid accounts for 10 years (from the time a transaction is created). Monthly backups are automatically available for those offices that want the additional comfort of having on-site backups or who want to have their backups on site in the event they cancel their subscription in the future.ĭownloading your monthly backups is not required.

Pipeline Pro Webinar recording: To Backup or not to Backup.

Pipeline Pro Webinar recording: Backups - Where's your data?.

Monthly backups are included in your Paperless Pipeline plan and are automatically generated and accessible from within your account.

Commission module paperless pipeline