BANKING DOCUMENT MANAGEMENT SOFTWARE
SECURELY ACCESS YOUR ELECTRONIC FILING SYSTEM FROM ANYWHERE
Eliminate the Risk of Losing Files
Go Paperless with PinPoint DMS
Document Management
Use PinPoint's Banking Document Management Software to capture any and all records whether paper or already electronic. Store and edit any file type with built-in PDF tools that allow for markups, annotations, redactions, etc.
On-the-Go Mobility
Access your files and data whether you are in the office, at home, or on-the-go. PinPoint is compatible on any device including smartphones and tablets.
Security and Compliance
Set security access and permissions for individual/groups of users. Users will only be able to see and do what you allow them to. LSSP follows all certification specifications with DOD, HIPAA, ISO, OSHA, SOX, FACTA, FDA, SEC, ADA.
Collaboration
Allows your business to communicate, set up workflows, and send/receive forms to other PinPoint users or non-users. Collaborate with other departments or any external parties using a built-in Public Portal.
Filing and Retrieving
Store any and all file types (.PDF, TIFF, .JPG, .PNG, XLS, .DOC, including audio and video files) by directly scanning/importing, drag-and-drop, or use auto-filing. Locate bank records within seconds by searching by keyword, full-text, phrase, document name, date, metadata and more.
Integration
Integrate with other applications including but not limited to: MS Office Suite, QuickBooks, Great Plains, Sales Force, Sharepoint, and OneDrive.
Workflow
Automated workflows to ensure tasks are completed on time.
Assign tasks to individual or groups of users.
On-Boarding
Automatic tracking for late or missing files with alerts.
Use on-boarding to ensure all bank records are kept on file.
Retention
Customize retention schedules with ability to archive or purge files.
Run retention checks and generate Certificates of Destruction.
Versioning
Complete version control with comparison tool built-in.
Ability to revert to old versions, or continue to add new.