Paperless Pipeline

Manage Locations

Locations can be used to represent physical office locations, teams, or any other group that benefits from having separate permissions, transactions, and users (e.g., Broadway Office, Martha's Team, etc.).

If you only have one location/team, skip this step. If you have more than one, add them below.

Pro Tip:

Each user in your account can be given permissions to perform certain actions within one or more locations. Admins of a location can manage that location's transactions, docs, and users.

Add Location

Location	Users	Transactions	Working Docs	Has CDA Settings	Active
Austin, Elsewhere	4	9	4	Yes	Active	Edit Location CDA Settings Deactivate
Bend, OR	4	9	4	Yes	Active	Edit Location CDA Settings Deactivate
Austin, TX	55	230	27	Yes	Inactive	Edit Location CDA Settings Deactivate
CDA Town	4	2	1	Yes	Active	Edit Location CDA Settings Deactivate