Tips & Tricks
Filter by multiple folder fields from the Folder Details locating screen:
Menu>Locating>Folder Details
- Choose the Cabinet you would like to open, then click Search.
- Fill in as many folder fields as you need to filter for the specific folder(s) you are looking for.
- Click Search above once ready to filter.
Administrators can now use the ARIE Folder Load function internally through the Manage Folders screen under the Setup menu (Cloud Only):
Menu>Admin>Setup>Manage Folders
- Select the Cabinet you would like to load folders to.
- Click Upload Folders to load in the spreadsheet you prepared for the ARIE Folder Load.
- For more information on how to get your spreadsheet ready for the folder load, please see our ARIE Folder Load page in the PinPoint online manual.
Perform Multi-Fx Action Requests:
- On every locating screen there is an Fx action menu. Users can perform single document actions by clicking on the Fx button in the same column as a document, or can select multiple documents on a page and use the multiple Fx action button (the one located by itself above the “Action” button) to perform an action on multiple documents at once.
- For more information on the various Fx actions, including short videos, please visit the Fx Action Menu page in our online manual.
Reasons To Go Paperless
REASONS TO GO PAPERLESS WITH PINPOINT DMS When you run a a business, you are most likely looking for every possible way to cut some of the costs and save time. You would be surprised how many benefits there are by going completely paperless in your office. The benefits of a paperless business can go...Continue reading→
Cost Benefits of Document Management Software
COST BENEFITS OF DOCUMENT MANAGEMENT SOFTWARE Problem: Your business is busier than ever, but you can't afford the time or money it takes to withhold all of your crucial documents and data. Your business needs to determine a cost effective way to manage documents, files, reports, bills, and have quick access to such data at...Continue reading→
More Benefits of a Document Management System
More Benefits of Document Management Always Have Good Organization – With categories, and subcategories to mark your files and documents it will become easier to organize, locate, and retrieve other documents for your future use. Time/Cost Efficiency – Having an employee efficiency is a real time saver. Time saved is money being saved. Keeping and...Continue reading→
Perks Of Document Management System | PinPoint Electronic Document Management
Perks Of Document Management System The basic components of document management software systems include: • Document storage • Check-in/check-out • Simultaneous editing coordination • Security and access control • Search and retrieval • Version control • Indexing and classification • Audit trails • Annotations 1. Document/file repository Cloud-based document management systems serve as a central...
Electronic Document Management Systems
Go Paperless with a Document Management System Electronic document management systems use software programs that electronically manage the creation, storage and controlling of documents easily. The programs only let authorized users access the documents to carry out duties, such as printing. Features within document managing software generally include workflow management, document management. Hardware included in...Continue reading→
Positives of Having a PDF | PinPoint Electronic Document Management
Despite decades of discussion around the “paperless office,” most companies still produce and receive an enormous amount of paper even though going paperless can really make an improvement to you and your office. It’s so much easier to go completely electronic to doge future issues, or loosing items. Critical documents are still sent via courier...Continue reading→
Making Sure Document Are Secure | PinPoint Electronic Document Management
There is easy ways to learn how to make sure all your documents are secure. You never want to deal with issues with your documents, or possibly misplacing them. These are some good examples, so you can prevent those issues from possibly happening. -Share files securely -Always backup -Create a safe document management system -Use...Continue reading→
Document Management Systems Benefits | PinPoint Electronic Document Management
There is a lot of good thing to know about having a document management system and what are the benefits as to why it is important to have one. Your business can end up having so many benefits because of having a good document management system. It is always good to take the time to...Continue reading→
Document Safety | PinPoint Electronic Document Management
If you did not know, documents need safety and protection more than you’d think. There is many things we don’t know about documents. It is important to have some time of security on your documents. That’s where having a good DMS comes in. A good DMS has so many good benefits which includes having a...Continue reading→
What Benefits Can Be Expected From DMS? | PinPoint Electronic Document Management
What Benefits Can Be Expected From DMS? Convenient Retrieval: Documents are meant to be stored with the objective of retrieving later when it is needed. These types of needs can be transnational, research, legal, or something similar. A particular from the typically large volume of business document can be difficult sometimes or even end up...Continue reading→
Rick