DOCUMENT HANDLING
* Share Documents – users can now share documents to PinPoint users or non-PinPoint users, with the ability to set an expiration date.
* Proximity Search (Pattern Matching) – allowing the ability to capture information directly from the document without a template.
* Finalize Function – the ability to finalize a document so that changes cannot be made.
* Remove Hold – user who placed the hold on the document can now remove the hold.
* Custom Retention Date – ability to set the specific retention date for an individual document.
* Quick Search in Toolbar – added toolbar to search for files by document name from any screen.
* Saved Searches – users will be able to save custom searches on the Content Search.
ADMINISTRATIVE FUNCTION ENHANCEMENTS
* New Admin Mode – for admin functions only.
* Default Document Tab – ability to set a default document tab for document types.
* Default Document Type – ability to set a default document type for cabinets.
* Document Type Exclusion – restricts users from adding document types to incorrect folders.
* Deleting Folders – administrators can now delete folders in bulk.
* Customized Broadcast – ability to set up to 3 different slider messages and links for your login screen.
* New Onboarding Feature – to have the system auto-track documents for new hires, etc.
GALLERY VIEW ENHANCEMENTS
* Multiple Documents View – ability to view multiple documents at once from the Gallery View.
* Add New Folders – ability to add new folders on the fly while using the Gallery View.
* Drag-and-drop in gallery – ability to drag documents directly into a folder or sub-divider on the Gallery View.
OTHER SYSTEM ENHANCEMENTS
* Alerts/Notifications in Toolbar – shows overdue tasks, new tasks and messages.
* New Load Wheel – most screens will now have a loading wheel that displays when the screen is loading or performing an action.
* New GUI – reduced screens and menu for quicker navigation.
* New Reporting – with one-button click to export to Excel, CSV, PDF
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 set at the File/Review screen, and that is the date the workflow begins for the document.
* New Decision Workflow – a decision workflow is a choice given to the user when he/she is assigned the task; the choice could be either to start a new workflow, or a different step in the current or another existing 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 (Visual Chart and Gantt Chart):
CM ENHANCEMENTS
* Automatic Account/Contact Creation – system will create an account/contact from PinPoint folders.
* New CM Reporting – Accounts, Contacts, Summation, Opportunities, Tasks, Appointments