![]() ![]() We have our uploaded forms categories set up but would like to change the name of Contract Forms to Sales Contract Forms.When you are uploading a new Office Doc, simply type in the category name in the "Document Category" field instead of using a pre-defined category name. Can we create other categories for office docs?.You will also be able to give it any name you want before saving it. This will allow you to save the document to your computer. Now instead of printing it, click the "floppy disk" icon (usually shown next to the print icon) on toolbar OR click the "File" menu and select "Save as".Click an office document to open it on the screen like you normally do.You don't have to print your Office Documents out. I was wondering if there is any way possible to change our settings to where we can save the fillable documents under the office documents section to be able to save them rather than print them out? If so, can you tell me how?.On the following screen you will be able to change the status, closing date, etc. Once you have these permissions, go to the transaction you want to change and click on the "Edit Transaction" link in the top bar. You can do that if you have the "change transaction status" and "view all transactions in this location" permissions granted by your admin. Is there an easy way to change the status of a transaction in Paperless Pipeline? For instance, I originally put the transaction in as a listing, but now I have a contract on it and want to change it to pending and insert a closing date, etc.Yes, you may delete by clicking on the cog wheel icon to the. ![]() The downside of that is that this is how the address will appear in other places where the transaction is shown and that might be confusing to your users. Can I delete my unassigned document(s) in paperless pipeline Oct 29, 2019Knowledge. It's probably not practical, but you could enter your addresses with the street name first like "Piermont Avenue (#1234)" instead of "1234 Piermont Ave". So there is no way to sort just by the street name portion of the address. The system doesn't break the address down into street number and street name. I see that the transaction sort order can now either be ascending or descending by name, but is there anyway to make it so that it alphabetizes by the street name instead of by the street number?.This information is not verified for authenticity or accuracy and is not guaranteed. ![]() IDX information is provided exclusively for consumers' personal, non-commercial use and it may not be used for any purpose other than to identify prospective properties consumers may be interested in purchasing. Data last updated T23:50:50.323.Īll listings featuring the BMLS logo are provided by BeachesMLS Inc. Use of search facilities of data on the site, other than a consumer looking to purchase real estate, is prohibited. Lauderdale, South Broward Board of Realtors. Copyright 2023, Participating Associations/MLS’s in the SEFMLS, MIAMI Association of REALTORS, Realtor Association of Greater Ft. Information is deemed reliable but not guaranteed. Testimonial Tree can automate survey requests for clients using Paperless Pipeline through the application Zapier. Make sure your team is adding the correct and most up-to-date information for contacts by ensuring the list theyre pulling from is clean and updated. Heres how: Prevent inaccurate contacts from being recommended. The information being provided is for consumers' personal, non-commercial use and may not be used for any purpose other than to identify prospective properties consumers may be interested in purchasing. The new Contact Management tool helps you ensure those contacts are both seamless to add and error-free. The data relating to real estate for sale on this web site comes in part from the participating Associations/MLS’s in the Southeast Florida Regional Multiple Listing Service cooperative agreement, MIAMI Association of REALTORS, Realtor Association of Greater Ft.
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