PinPoint v4.0 Enhancements | PinPoint Electronic Document Management
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…
New “Live Chat” Support | PinPoint Electronic Document Management
As you may already know, LSSP now has a new live chat with our customer support team. All users in your organization now have a button to click for immediate help, without having to find somebody in your organization to help them! The live chat support is for all existing customers and all new customers signing up will have this immediate support now, as well. The live support will be very simple: whether your question is on…
PinPoint v3.75 Enhancements | PinPoint Electronic Document Management
Sorting (both ascending and descending) Users now have the ability to sort text fields on all screens where available. Metadata Sorting Users will have the ability to sort metadata text fields on the following screens: Manage Folders, Folder Details, Document View. New Workflow Screen Filters While using the Workflow screens, users can now filter by workflow task, content and document metadata. DocuSign Integration PinPoint integration with DocuSign will include the ability to send a document…
PinPoint Tips & Tricks
Gallery View While using the Gallery View locating screen, when you have documents open in your gallery, clicking on the document image will open a quick view of the document on the right-side of the screen, though if you click on the document name instead, the document will open in the File/Review screen in a new tab. Workflow “Task Decision” Workflow tasks can be set up to contain a decision the user must make.…