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Tag: Templates

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.

Published June 26, 2024
Categorized as Announcements, Product Features Tagged Checklists, Product Announcements, Templates

How to Collect Documents Faster

Document Upload Tool

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.

Published November 9, 2021
Categorized as Client Experience, Client Portal, Document Collection, Product Features, Secure File Upload Tagged Checklists, Client Portal, Document Collaboration, Document Collection, Templates

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