DOCUMENT MANAGEMENT SOFTWARE


Affordable Document Management That Includes:

  • Automatic Filing
  • Workflows and Onboards
  • Customizable Retention Settings
  • Document Versioning
  • Robust Search Capabilities
  • Forms Management

File Organization

Create Your Own Electronic Filing Cabinets Using:

  • Cabinets
  • Folders
  • Sub-Dividers
  • Document Types
  • Metadata Fields

*Security can be set on all levels

GO COMPLETELY PAPERLESS AND ACCESS FROM ANYWHERE

  • Document Management

    Electronically store all of your files and manage their retention schedules. Automatic OCR of all files entering the system so all content is searchable. Built-in workflows, on-boarding, and automatic filing.

  • Software Integration

    Quickly integrate with any outside software. PinPoint has built-in connectors with applications like SalesForce, QuickBooks, and MS Office Suite. Full API to connect any other applications that you use.

  • Customer Training

    Both on-site and webcast training classes are offered to ensure proficient operation. On-going immediate support and training included with your PinPoint system.

  • Collaboration

    No matter the size of your organization or business, all staff can communicate seamlessly no matter if they are working from home, at the office, or on-the-go.

AUTOMATION WITH A FEW SIMPLE CLICKS

  • Cloud or Self-Host

    Allowing you to decide what is best for your organization.

  • Customer Service

    When in need, you have support with award-winning 24/7 customer service.

  • Windows or Mac

    PinPoint can run from any device and from any web-browser.

  • File Submit

    Whether they are PinPoint users or not, files and forms can be sent for review or to be filled out. Even receive alerts when files are received.