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  • PinPoint's Built-In Forms

Do you distribute forms for others to complete & return?

 

Do you lose track of received forms & which are still due?

 

Do the forms require a signature by one or more people?

 

PinPoint Document Management Software has multiple options for managing, distributing, filling out,

and receiving both HTML and PDF fillable forms. Additionally, there are FIVE ways to electronically sign

forms within our system (with or without an integrated DocuSign account). Once a form has been returned,

a workflow can be automatically started and users can be notified. Now is the time to go completely

paperless and never lose a file again!

FACTS

          1. Create and manage electronic fillable forms (PDF and HTML)
          2. The forms can be filled out by anyone; they do not have to be users of PinPoint
          3. PinPoint users can fill out forms and save without having to leave the system
          4. Non-PinPoint users can receive forms via HTML link or email and submit back
          5. Users get automatic notifications when completed forms have been submitted
          6. Built-in electronic signature features and integration with DocuSign
          7. Route people to your forms by linking them to your own website
          8. HTML and PDF fillable forms are built-in features to PinPoint at no extra cost

PinPoint Training Manual

Click the links below for step-by-step instructions on

how to manage PDF and HTML forms within PinPoint.

  1. PDF Forms
  2. HTML Forms

If you need to merge a form with another PinPoint file,
Click here. 

Click image to enlarge →

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