Sep 4, 2011
- Duplicate doc detection
When your agents send in their working docs (whether by web upload or by emailing them in to their maildrop), the system will reject any docs that they have already sent in.
- New permission to edit agents of a transaction
There's a new permission you can grant to your users that need to be able to edit an existing transaction and change its agents.
- Ability to change transaction location
Previously you needed to email our support staff to change an existing transaction's location. Now, your account's admin can make this change for you through the "Edit Transaction" screen.
- No print option in doc preview
The print option in a doc's quick preview has been removed because it didn't work properly and would confuse users. You must now download the doc to your computer and print it from there.
- Previously closed transactions are auto-included in new month's backup if changed
If you update a previously closed transaction with new docs or notes, it will now be re-included in the next month's backup.
Aug 4, 2011
- Add maildrops to your email address book
Now you can download your maildrop addresses in vcard format. When you open the vcard on your PC, your email software will prompt you to add it to your address book. This allows you to easily keep track of your maildrop addresses without having to remember them.
- Delete original docs after they are merged
There's a new checkbox on the Merge Docs screen, that allows you to delete original docs after they have been merged successfully. If the merge fails for any reason, your original docs will not be deleted.
- Improved checklist feedback
When you check off an item on your transaction's checklists, you will now see a "saving..." message in the top center of your screen. When the message fades out, it indicates that the system has successfully saved that item's checked/unchecked state. Until one item has been saved, you are now prevented from checking off a second item. This change was done to ensure that you don't check off items faster than the system can save them.
July 31, 2011
- Download current year's transaction report
From the transactions tab, you were previously able to download a spreadsheet report of all your transactions to date. Now you can download an additional report that shows transactions added in just the current year.
- Transaction email arrivals are signaled in notes
When an email arrives at a transaction maildrop, you will see a note indicating the arrival of that email. When you click on the link within that note, you will be taken to the Emails tab. Then if you have permission to view that email, you can click its subject line to see the entire email. Note that when docs are attached to an email, they continue to be placed in the Working Docs tab from where they need to be assigned to that transaction.
- Doc reviewer info made easier to access
Now when you hover your cursor over the "i" icon next to a transaction's docs, you will see the reviewer's name and review date on the tooltip that pops up. This feature doesn't work fully on your old reviewed docs but will work for all newly reviewed docs.
- Other enhancements
We have updated the "help text" on a few screens (specifically, assign docs & merge docs) to make it easier for new users to understand those features.
July 23, 2011
- Auto-email your agents at closing to ask for an agent referral to recruit
Now brokers can send an automatic email to agents when an agent's transaction closes and the transaction has an outside agent. The automatic email to the agent asks how their experience with the outside agent was and whether that agent could be a good fit for your company.
To enable this feature, login with your admin account and click Settings. Then click Recruiting Options, and check the box "Turn agents into a referral source." There's a $49/month additional charge for this feature with the first month completely free.
- Checklist preview now shows expiry date and list price
When you hover over checklist labels on the Dashboard, the preview that pops up now features the expiry date of the transaction as well as its list price.
- Agents can add outside persons to a transaction
Agents can now add and delete outside persons (3rd party contacts) of their transactions.
- Email alert when your monthly backup is ready to download
Since some of our users were missing out on downloading their monthly backups on time, the system will now send out an email to remind them to download it.
- Some statuses are now hidden on Dashboard
Transactions with statuses Deal Fell Through, Referral and Cancelled are no longer shown on the various sections of the Dashboard.
- Backup expiration tool tip on Dashboard
Under the monthly backup download button for the Dashboard, we've added a note that shows users when that backup expires i.e. is no longer available to download.
June 5, 2011
- Disable entered docs feature
If you don't use the "Entered Docs" feature of Paperless Pipeline, now you can completely disable this feature. Login with your company master admin account, click Settings at the top right. Then click "More Settings". You can now uncheck the box "Enable entered docs feature". You can go back to that screen and re-enable this feature anytime.
May 29, 2011
- Agent created transaction change
When a non-staff user (i.e. agent) creates a new transaction, the system will now force them select themselves as either the Listing or the Selling agent of the transaction. They are free to select more agents. This is to address the problem that when agents forget to add themselves to the transaction, they can not later go in and add docs to that transaction.
- Disclaimer added to email footers
Notes and document emails going out of the system now contain the following disclaimer in their footers:
Note: Privileged/confidential information may be contained in this message and may be subject to legal privilege. Access to this e-mail by anyone other than the intended is unauthorised. If you are not the intended recipient (or responsible for delivery of the message to such person), you may not use, copy, distribute or deliver to anyone this message (or any part of its contents ) or take any action in reliance on it. In such case, you should destroy this message, and notify us immediately. If you have received this e-mail in error, please notify us immediately by e-mail or telephone and delete the e-mail from any computer.
- Infrastructure upgrades
We have made some infrastructure upgrades to the system so that things continue to run smoothly and speedily for you. These changes occurred on May 22nd.
April 24, 2011
- Customize doc statuses
Company admins, you can now hide doc statuses that your company does not need. Go to Settings and click "Doc Statuses". Then uncheck the statuses you want to hide from your users.
- Alert agents by email about their closing transactions
Last week's release introduced a new feature that allows you to send daily email notifications to your agents about their expiring listings. Now with the same setting, the system will send an email alert to all agents whose pending transactions are about to close in 3 days from the current date. This email includes a direct link to the closing transaction as well as the checklist items that are still incomplete.
April 16, 2011
- Customize transaction statuses
Company admins, you can now hide transaction statuses that your company does not use. Go to Settings and click "Transaction Statuses" from the Global Settings section. Then uncheck the statuses your company does not use. You can hide all unwanted statuses this way. And if you need a new status, just send us a request through our UserVoice forum which can be reached by clicking the red Feedback button on the right of any screen.
- Send email notifications to agents of expiring transactions
Company admins, you can now enable a new daily email notification for when an agent's transaction is about to expire 3 days from the current date. A daily email will be sent out per expiring transaction per agent if you enable this setting. You can turn this feature on by going to "Settings", then clicking "More Settings" under the Global Settings section and checking the box next to "Send email alerts to agents on their expiring transactions". The email notifies the user with the name of the transaction, its impending expiry date and a direct link to the transaction. And it asks them to review the transaction for possible extension or cancellation.
April 3, 2011
- Email docs as attachments
Now whenever the total size of all docs you are emailing together is under 5 MB, the docs will be sent as standard email attachments. For docs over 5 MB, the email will continue to have download links that expire in 7 days.
- Merged docs are smartly categorized
When you merge docs, the merged version will now be sent to the same category as the first doc being merged. Previously, all merged docs were sent to Private Docs.
- Customize subject line for welcome email message to new users
When adding a new user, you were previously able to customize the message body. Now you can also customize the subject line of that email.
- Increased PDF preview width by 20% and preview height by 5%
The quick preview of your PDF docs is now 20% wider and 5% taller.
- Improved error message when merge doc fails
When a document merge fails, you will now receive more detailed error messages.
March 28, 2011
- New login page
We have redesigned the login screen.
- Emailed docs' links are now valid for 7 days
Links to emailed docs no longer expire in 72 hours. Now they are valid for 7 days from the time that the docs were emailed.
March 20, 2011
- Transaction status report on Dashboard
The Dashboard now features a new report for transactions whose status has been changed in the last 7 days. This does not include transactions that were created in the last 7 days.
- Last 5 transactions created
The transactions tab and the add-transaction screens now show the last 5 transactions created on the right sidebar. The MLS IDs of those transactions are also shown.
- Transaction email permissions updated
Emails sent to a transaction are now only visible to the sender and the office staff (users with view-all-transactions permissions). Previously, all users of the transaction were able to see the email history. This change is retroactive; so past emails will also abide by this rule now.
- Email history in monthly backups
The monthly backups will now contain email histories of transactions
- Automatically discard email signature graphics
When you send documents to your maildrop, the system will automatically detect and discard signature graphic attachments in GIF, JPEG, or PNG formats. Previously, you had to manually delete these from your Working Docs tab.
March 5, 2011
- Commission field added to transaction
You can now add a commission dollar amount to closed transactions (or a potential dollar amount to Listings and Pendings). The new field is available in the Optional Fields section when you edit a transaction. You can use the second commission field (called "Commission Note") for arbitrary commission related info.
- Commission report on Dashboard
Once you start entering values for commission and potential commission (see the new field above), we will show commission amounts on your Dashboard. The amounts will be shown for the last two months as well as for the current year.
- Status column on Unreviewed Docs tab
The status of the document is now shown on the Unreviewed Docs tab.
- Incomplete status highlighted in red
To make a transaction's incomplete docs stand out, we now show the status "Incomplete" in red.
- More info in checklist hover
When you hover over the colored checklist boxes (e.g. Pending (3/10) ) on your Dashboard, you will now see additional information such as a list of incomplete docs and the last two notes of the transaction.
- Emailed notes: see who else received the note
The emailed copy of a note now shows the list of other users who received the same note.
- Emailed notes: sender is CC'ed
We now add the sender of the note to the email CC field. This way, if the recipient hits "reply-all", the note sender will get a copy of that response.
- Buyer Agreement status added to Dashboard report
On your Dashboard, the report for "Listings that expire in 14 days" now includes transactions in the "Buyer Agreement" status in addition to the ones in "Listing" status. The report has also been renamed to "Transactions and listings that expire in 14 days".
Feb 27, 2011
- Add short description/note to any doc
Staff users can now add a quick note to any working doc or a doc within a transaction. Just click on the line that says "click here to add a brief description to this doc", type in a description and hit enter. You can also do this from the Unreviewed Docs tab.
- Transaction email history now visible to agents
The transaction email history feature is now officially out of "beta". Everyone who can see a transaction is able to see the email history for that transaction.
- Branding update
If you are using our branding features, there's now a new option to hide the links up top for training, FAQ, and what's new. Just go to "Settings > Company Branding" to use this new option.
Feb 19, 2011
- Instant preview of incomplete checklist items
When you hover the mouse over the colored checklist boxes (e.g. Pending (3/10) ) on your Dashboard and on the Transactions tab, a preview of incomplete items from that checklist will instantly popup.
- Transaction summary for last 3 months
On their Dashboard, staff and admin users can now see a summary of their Listing, Pending, and Closed transaction counts for the last 3 months.
- Enter List price, Sale price, and Commission info for your transactions
New optional fields for list price, sale price, and commission are now available for your transactions. If you enter values for these fields, the downloaded transaction spreadsheet report will include them.
- Add/Edit transaction screens reorganized
The add and edit transaction screens now show the Listing and Selling agents section at the very end. So if you have a lot of listing and selling agents, you will be able to fill out the other fields of the transaction first.
Feb 7, 2011
- Assign multiple docs to a transaction with fewer steps
When you want to assign more than one working doc to the same transaction, click the checkbox next to each doc's name to select those docs. Then hit the "Assign Selected" button. Go through the assignment process for the first doc. As soon as you assign that doc, you will immediately be able to assign the next doc from your selection, followed by the next, and so on...
- SSL encryption across all pages
We made an internal change to ensure that every single page served by the application uses the latest SSL security and encryption technology.
Jan 23, 2011
- View messages emailed to a transaction
Messages that were emailed to a transaction's maildrop address can now be viewed in the new "Emails" section for a transaction. These emails are only shown to Staff users (i.e. users with "View all transactions" permission.) The emails are shown one per line, but clicking on a line expands it to show the full text of the emailed message. This feature is experimental; the text of some email messages with special characters may not be displayed correctly.
- Branding v1.5: now available in technicolor
Now you can select from a few background colors for the header area for your branded Paperless Pipeline. Color choices available: gray, white, red, green, blue.
- Dashboard: view all transactions created in the current month
The Dashboard has a new section that displays all transactions created in the current calendar month. Only transactions to which you have access are shown to you.
- Growing pains a.k.a. infrastructure upgrade
We have finished a major upgrade to our servers last night. The older servers were being used to their limit and many of you had reported performance problems with screens. In the next week, we will be conducting performance tests on the new servers but if you notice anything out of the ordinary, please bring it to our attention at firstname.lastname@example.org
Dec 22, 2010
- Include any transaction in your next monthly backup
You can now force any transaction to be included in your next monthly backup. This is useful for when a transaction was closed several months ago, and you've recently added new docs to it. Normally, a transaction like that isn't included in any further monthly backups. To use this new feature, just go to any transaction's page, click the Edit Transaction option, and check the box that says "Include this transaction in next month's backup", and hit Save Transaction.
Note that transaction's that are closed (or in the status: canceled, expired, deal-fell-through, leased, payout) in a given month will continue to be included automatically in your monthly backups.