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How do I upload a document in Title | Pipe™?

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 Each transaction in Title | Pipe™ includes a documents sections that is managed by authorized transaction users. There are two ways in which authorized transaction users can upload documents: 

1) Drag & Drop - Log in to Title | Pipe™ and open the transaction that the documents are to be associated with. 

  • Select the document you wish to upload and drag the file to the "Drag & Drop New Files Here" header at the top of the documents section. 
  • Drop the document into the "Drag & Drop New Files Here" section. 
  • The document preview window will show the upload document settings. The document file name can be changed in the "File Name" section. 
  • Select the appropriate document type and name from the drop down menus. If you do not see that correct document type or are unsure of the document type, you may select "Other" and proceed to the next step. 
  • Set document permissions. All currently invited transaction users are listed. and you may add or change the document permissions as you see fit. Please note that another user much has either View or Modify permissions to access your document.
  • Notifications will be sent to any transaction users that you give view or modify permissions to that the document is now available in. 
  • Once the document settings are complete, select "Save" at the bottom of the document screen and your document will upload. A green "Upload is complete" notification will flash in the upper left corner of your screen when the upload is complete.

2) File Upload -- Log in to Title | Pipe™ and open the transaction that the documents are to be associated with. 

  • Select the "Upload" option at the top of the document lists. This will open a dialogue box and you will need to navigate to the local directory or share drive that your document is currently located in. 
  • Select the document you wish to upload and click "Open" in the dialogue box. 
  • The document preview window will show the upload document settings. The document file name can be changed in the "File Name" section. 
  • Select the appropriate document type and name from the drop down menus. If you do not see that correct document type or are unsure of the document type, you may select "Other" and proceed to the next step.
  • Set document permissions. All currently invited transaction users are listed. and you may add or change the document permissions as you see fit. Please note that another user much has either View or Modify permissions to access your document.
  • Notifications will be sent to any transaction users that you give view or modify permissions to that the document is now available in. 
  • Once the document settings are complete, select "Save" at the bottom of the document screen and your document will upload. A green "Upload is complete" notification will flash in the upper left corner of your screen when the upload is complete.

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