PinPoint MS Add-In Review
VIEW PinPoint MS Add-In ReviewPinPoint 5.0
VIEW File a Single Document VIEW File Multiple Documents VIEW Document History VIEW Document Discussion VIEW Workflow History VIEW External Link VIEW Check-In Documents VIEW Check-Out Documents VIEW Clear Document Check-Out VIEW Document Versions VIEW Document Retention VIEW Export Documents VIEW Copy Documents VIEW Tag Documents VIEW Finalize Documents VIEW Place Documents on Hold VIEW Managing Onboards___________________________________________________________________________________________________________________________________
PinPoint 4.3-4.4
User Series –
Short Videos
VIEW Logging In & Profile Setup VIEW File Single – Import VIEW File Multiple – Gallery View VIEW File Multiple – Folder Details VIEW Document Discussion VIEW Document History VIEW Workflow History VIEW Document Versions VIEW Completing Workflow Tasks VIEW Export Documents – Gallery View VIEW Copy Documents VIEW Email Documents VIEW Delete Documents VIEW Assign Tags to Documents VIEW Document OCR VIEW Move Documents – Folder Details VIEW External Link VIEW Check-Out Documents – Classic Dashboard VIEW Check-Out Documents- Gallery View VIEW Check-Out Documents – Folder Details VIEW Check-Out Documents – Content Search VIEW Clear Document Check-Out – Content Search VIEW Check-In Documents VIEW Finalize Documents VIEW Place Document on HoldAdministrative Series –
- Admin Beginner Guide
Learn how to set up your structure and start adding your first documents.
Short Videos
VIEW Add Cabinet VIEW Copy Cabinet VIEW Edit Cabinet VIEW Delete Cabinet VIEW Add, Edit & Delete Folders VIEW Add, Edit & Delete Sub-Dividers VIEW Document and Folder Recovery VIEW Add Doc Type VIEW Copy Doc Type VIEW Edit Doc Type VIEW Creating and Assigning Retention VIEW Retention Reports and Retention Checks VIEW Add, Edit & Delete Onboards
PinPoint 4.0-4.25
User Series
- Quick User Guide
See how to add a Folder, how to import & search Documents and how to use the Dashboard. - Slim User Walkthrough
See how to navigate PinPoint as a Slim User.
Short Videos
VIEW User Log in & Profile Setup VIEW Add New Document – Import VIEW File Multiple Documents VIEW File Multiple Documents – Gallery View VIEW File Multiple Documents – Folder Details VIEW Document Discussion VIEW View Document History VIEW View Workflow History VIEW View Document Versions VIEW View Document Version History VIEW Completing a Workflow Task VIEW Export a Document VIEW Share a Document VIEW Copy a Document VIEW Email a Document VIEW Delete a Document VIEW Assign a Tag to a Document VIEW View Document OCR VIEW Move a Document VIEW Split a Document VIEW View Document Splits VIEW Merge Documents VIEW Change Document Type VIEW Finalize a Document VIEW Placing a Document on Hold VIEW Clear a Document on Hold VIEW Mirror a Document VIEW Update Variable Name VIEW Forms Processing VIEW External Link VIEW Check-Out a Document VIEW Check-In a Document VIEW Clear a Checked-Out Document VIEW ARIE RequestsAdministrative Series
- Admin Exercise Guide
Learn how to set up your structure and start adding your first documents.
Short Videos
VIEW Managing User & Groups VIEW Add a Cabinet VIEW Edit a Cabinet VIEW Copy a Cabinet VIEW Delete a Cabinet VIEW Add, Edit & Delete Folders VIEW Add a Doc Type VIEW Edit a Doc Type VIEW Copy a Doc Type VIEW Delete a Doc Type VIEW Creating & Assigning Workflow VIEW Using Variable Naming VIEW Using Onboards VIEW Using Document Retention VIEW Retention Checks & Reports VIEW Creating CoursesPinPoint 3.75 & lower
User Series
- Beginner User Guide
See how to add a Folder, import a Document(s), use the Dashboard, retrieve Files.
Short Videos – Beginner
VIEW User Login/Profile Setup VIEW Browse Folders VIEW Drag-and-Drop (Browse Folders & Folder Details) VIEW Content Search VIEW Folder DetailsShort Videos – Advanced
VIEW Fx Action Menu VIEW Add New File (Scan) VIEW Create a Document Queue VIEW Add to Document Queue VIEW Change the Document Type VIEW Move Documents VIEW Copy Documents VIEW Merge Documents VIEW Email Documents VIEW Export Documents VIEW Delete Documents VIEW Assign Document Tags VIEW Update Variable Name VIEW Document Thumbnail View VIEW Document History VIEW Document OCRAdministrative Series
- Admin Initial Setup Guide
Learn how to set up your structure and start adding your first documents. - Admin Advanced Setup Guide
Beyond the initial setup, learn how to create and complete a Workflow, manage Distribution Rules, set up variable naming, and use zonal OCR to populate metadata.