Collecting documents can get messy fast. Pipefile’s new Checklist Sections let you organize requests into clear groups, making client requests faster and easier to manage.
Category: Product Features
New! AI Checklists
Pipefile introduces AI Checklists — instantly generate tailored document request lists from a prompt or PDF. Streamline client intake, court filings, and loan applications in seconds.
New! Export to PDF
Pipefile now lets you export file requests as a single merged PDF. With one click, compile all client uploads into one easy-to-share document.
New! Pipefile Document Scanner
Pipefile now includes an integrated document scanner — making it effortless for clients to scan, convert, and upload documents directly to your requests.
New! Fillable Forms and eSignature
Pipefile now supports fillable forms and eSignatures — making it easier than ever to collect, complete, and sign documents securely in one seamless workflow.
New! Reorder Templates
Pipefile now lets you reorder templates with a simple drag-and-drop interface. Keep your most-used templates at the top and customize your workflow your way.
New! Pipefile Comments
Pipefile now includes Comments — keeping client communication in one place. Clients can ask questions directly on requests, and you can reply from your dashboard.
New! Pipefile Translations
Pipefile now supports Translations — send fully localized requests and templates with translated emails and a client upload experience in their language.
New! Easier Document Reviews
Reviewing client documents is now simpler and more intuitive in Pipefile. Accept, reject, or mark items incomplete with clear visibility across your team.
How to Collect Documents Faster
Still using email or shared folders to collect documents? There’s a faster, safer way. Learn how Pipefile streamlines document collection and keeps clients on track.