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.…
PinPoint 3.5 Enhancements | PinPoint Electronic Document Management
Emailing from the DMS side of PinPoint Now you can place contact and account emails to your folders, so the system can automatically email many documents to many different people automatically without having to select who to send to each time. When multiple documents are selected from multiple folders, the system can send each document to the email that has been saved for that folder. PinPoint Bridge – Integration Now with just one click of a button, users…
PinPoint Enhancements on Radar | PinPoint Electronic Document Management
Here are the results from the enhancement survey. They are numbered in how they ranked based on your vote, starting with the highest ranked at number 1 The ability to use a customized “indicator word/phrase” instead of BULKMR to indicate a page break when using ARIE Multiple to import files. Simplify the creation and use of retention, including mass selection of a Cabinet or Folder for one retention. Bar code capability. Allow rearrangement of the…
3.0 Enhancements/Release Date
LSSP is announcing our new and complete, built-in CRM coming in May! A CRM is an app that helps you manage interactions with current and prospective customers. With a built-in CRM, you can link related messages together and find all messages from a contact with one quick search, while an address book can hold as much information about the contact as needed. This will allow you to string together relationships in their contacts, and to review notes…