PINPOINT DOCUMENT MANAGEMENT SOFTWARE
Affordable Document Management Software That Includes:
- Automatic Filing
- Workflows and Onboards
- Customizable Retention Settings
- Document Versioning
- Robust Search Capabilities
- Forms Management
GO COMPLETELY PAPERLESS & ACCESS FROM ANYWHERE
AUTOMATIC FILING
PinPoint's Automated Robot Integration Explorer (ARIE) allows you to drag-and-drop your files into the system so they can be filed automatically, with no human intervention. Using OCR (Optical Character Recognition) technology, ARIE captures the full content of your files, and uses it to file your documents in the correct cabinet and folder.
DOCUMENT MANAGEMENT
Store and edit any file type, with the ability to access PinPoint through any web-browser. Built-in PDF tools allow for markups, annotations, e-signatures, redactions, and highlighting. Additional user permissions include checking documents in and out, placing them on hold, finalizing a document, and sending secure links to files.
COMPANY COLLABORATION
Our document management software allows you to maintain workflows, approval processes, compliance standards, retention settings, user permissions, as well as which users can access which files. This enables full company collaboration across various departments and locations while knowing staff only have access to what they should for their job role.
SOFTWARE INTEGRATION
PinPoint integrates with popular programs such as Microsoft Suite, Quick Books, Salesforce, Microsoft Dynamics GP, and more. Additional integration with any other software/application can be set up using our Full RESTAPI Suite. Files/Data can be directly imported and exported into PinPoint.
Benefits of A DMS
- - Maintain a Paperless Office
- - Enhance Security and Compliance
- - Reduce Risk of Losing Files
- - Locate Files and Data in Seconds
- - Collaborate Across Departments or Locations
- - Automate Workflow Processes With Alerts
- - Backup and Disaster Recovery
- - Direct Scanning/Importing of over 400 file types
Easily Maintain Compliance Standards With PinPoint
- - Audit Log With All System Activity
- - Ability to Customize Retention Schedules
- - Full Document Versioning And Comparison Tool
- - Options to Redact Sensitive Information
- - Track Late or Missing Files with Onboards
- - Generate Reports and Export for Audits
DOD | HIPAA | ISO | ADA | OSHA | SEC | SOX | FDA | FACTA
CLOUD OR SELF-HOST
Choose to host on your own server, or from our SAE16 Type II and SAS70 Type II compliant datacenter (cloud).
CUSTOMER SERVICE
Award-winning customer service for both technical and online chat support.
ACCESS FROM ANYWHERE
PinPoint can be accessed from any web-browser, allowing your staff to access the necessary files and data from anywhere.
CUSTOMER TRAINING
Training is offered both on-site and via online webinars. Users also have 24/7 access to manuals, guidelines, and training videos.
File Organization
Create Your Own Electronic Filing Cabinets Using:
- Cabinets
- Folders
- Sub-Dividers
- Document Types
- Metadata Fields
*Security can be set on all levels
