PINPOINT DOCUMENT MANAGEMENT SOFTWARE

Automated Document Filing

Streamlined Workflows & Onboarding

Secure, Remote Access

Customizable Document Retention

Version Control & Tracking

Powerful Search Functionality

Comprehensive Forms Management

Benefits of A DMS

→ Minimize the Risk of Losing Files

→ Find Files and Data Quickly

→ Achieve a Paperless Office Environment

→ Strengthen Security and Compliance Measures

→ Enable Collaboration across Departments and Locations

→ Streamline Workflows with Automated Alerts

→ Ensure Robust Backup and Disaster Recovery

→ Direct Scanning and Importing of Over 400 File Types

Maintain Compliance Standards

→ 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

AUTOMATED ROBOT

PinPoint's A.R.I.E. enables drag-and-drop file uploads for automatic filing without human intervention. Leveraging OCR (Optical Character Recognition) technology, A.R.I.E. extracts the full content of files to intelligently organize and store documents.

RECORDS MANAGEMENT

PinPoint enables seamless storage and editing of all file types, accessible via any web browser. Its integrated PDF tools support markups, annotations, e-signatures, redactions, and highlighting. Users can check documents in and out, place them on hold, finalize them, and share secure file links.

 

COLLABORATION

PinPoint supports workflows, approval processes, compliance standards, retention policies, and granular user permissions to manage file access. This ensures seamless collaboration across departments and locations while restricting staff access to only the files necessary for their roles.

INTEGRATION

Our software integrates with Microsoft Suite, QuickBooks, Salesforce, and Microsoft Dynamics GP. Additional software or application integrations are supported through our comprehensive REST API Suite. Files and data can be easily imported into and exported from PinPoint.

Hierarchy of File Organization

→ Cabinets

→ Folders

→ Sub-Dividers

→ Document Types

 → Metadata Fields

 Security Can Be Set on All Levels

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 technical and chat support. Provided by LSSP Corporation staff who use PinPoint everyday.

ACCESS FROM ANYWHERE

PinPoint can be accessed from any web-browser, allowing your staff to securely access the necessary files and data from anywhere.

TRAINING RESOURCES

Training is offered both on-site and via online webinars. Users also have 24/7 access to manuals, guidelines, and training videos.