PinPoint 4.0 Enhancements | PinPoint Electronic Document Management


* Share Documents – users can now share documents to PinPoint users or non-PinPoint users, with the ability to set an expiration date.

* Proximity Search (Pattern Matching) – allowing the ability to capture information directly from the document without a template.

* Finalize Function – the ability to finalize a document so that changes cannot be made.

* Remove Hold – user who placed the hold on the document can now remove the hold.

* Custom Retention Date – ability to set the specific retention date for an individual document.

* Quick Search in Toolbar – added toolbar to search for files by document name from any screen.

* Saved Searches – users will be able to save custom searches on the Content Search.


* New Admin Mode – for admin functions only.

* Default Document Tab – ability to set a default document tab for document types.

* Default Document Type – ability to set a default document type for cabinets.

* Document Type Exclusion – restricts users from adding document types to incorrect folders.

* Deleting Folders – administrators can now delete folders in bulk.

* Customized Broadcast – ability to set up to 3 different slider messages and links for your login screen.

* New Onboarding Feature – to have the system auto-track documents for new hires, etc.


* Multiple Documents View – ability to view multiple documents at once from the Gallery View.

* Add New Folders – ability to add new folders on the fly while using the Gallery View.

* Drag-and-drop in gallery – ability to drag documents directly into a folder or sub-divider on the Gallery View.


* Alerts/Notifications in Toolbar – shows overdue tasks, new tasks and messages.

* New Load Wheel – most screens will now have a loading wheel that displays when the screen is loading or performing an action.

* New GUI – reduced screens and menu for quicker navigation.

* New Reporting – with one-button click to export to Excel, CSV, PDF


* Supervisor Workflow Reassignment – workflow tasks can be re-assigned by any supervisor of the workflow.

* Delayed Workflow – workflows can have a custom start date set at the File/Review screen, and that is the date the workflow begins for the document.

* New Decision Workflow – a decision workflow is a choice given to the user when he/she is assigned the task; the choice could be either to start a new workflow, or a different step in the current or another existing workflow.

* No-Document Workflow – a workflow can begin without a document being entered.

* Viewable Restriction during Workflow – setting to have documents only viewable to users within the active workflow.

* New Workflow Visual Report – this gives you the visual layout of the workflow (Visual Chart and Gantt Chart):


* Automatic Account/Contact Creation – system will create an account/contact from PinPoint folders.

* New CM Reporting – Accounts, Contacts, Summation, Opportunities, Tasks, Appointments


About Nick MacRoy