We are excited to announce that PinPoint v4.0 will be released very soon! Please review some of the new enhancements coming below.
New System Enhancements:
- Share Documents – users can now share documents to PinPoint users or non-PinPoint users, with the ability to set an expiration date
- Alerts/Notifications in Toolbar – shows overdue tasks, new tasks and messages
- Saved Searches – users will be able to save custom searches on the Content Search
- New Reporting – with one-button click to export to Excel, CSV, PDF
- New Markup Tool – works with all browsers, not just Internet Explorer
- New GUI – reduced screens and menu for quicker navigation
- Document Type Exclusion – restricts users from adding document types to incorrect folders
- Proximity Search – allowing the ability to capture information directly from the document without a template
- New Onboarding Feature – to have the system auto-track documents for new hires, etc.
- Quick Search in Toolbar – added toolbar to search for files by document name from any screen you are on
- New Admin Mode – for admin functions only
Workflow Enhancements:
- Supervisor Workflow Reassignment – workflow tasks can be re-assigned by any Supervisor of the workflow
- Delayed Workflow – workflows can have a custom start date placed at the File/Review screen, and that is the date the workflow begins for the document
- New Decision Workflow – a decision workflow can only be a choice, the choice should be either a new workflow or a different step in the workflow
- No-Document Workflow – a workflow can begin without a document being entered
- Viewable Restriction during Workflow – setting to have documents only viewable to users within the active workflow
- New Workflow Visual Report – this gives you the visual layout of the workflow (Ganntt Chart):
Rick