Using the Pipeline Page
  • Updated on 06 Jul 2020
  • 1 minute to read
  • Print
  • Share
  • Dark
    Light

Using the Pipeline Page

  • Print
  • Share
  • Dark
    Light

The Pipeline page provides a card-based view of your documents. It lists documents based on status such as draft, internal approval, sent, completed, and declined. It displays documents in movable cards below each status.


RevvSales_Pipeline

To move a document from one status to the other:

  • Click and drag a card (document) from one status to the other.

The card is moved to the other status.

You can organize your documents in folders. Refer to hhh for information on how to organize documents in folders.

Was this article helpful?