PinPoint 2.997F Enhancements – Coming Soon | PinPoint Electronic Document Management
PinPoint 2.997F Enhancements Internal ARIE Folder Load (Manage Folders) – Administrators can load in a CSV directly within PinPoint to have ARIE process a bulk folder load. Multi-Field Search – Users can run a multi-field search from various screens in PinPoint. Zonal Capture (Distribution Rules) – This allows for administrators to set a specific location for ARIE to look for when using a distribution rule. Column Sorting – Users can now sort by specific fields from the various…
PinPoint 2.997 Enhancements | PinPoint Electronic Document Management
2.997 Enhancement List User Icons – added to lists like audit logs, etc. Default User Avatars – for those who have not added their own photo, photos can be in your user profile screen (Click “Welcome xxx” in the top right-hand corner of PinPoint). Scanning support for MS Edge – scan directly using Edge Multiple ARIE Request – this function gives users the ability to request an ARIE process for multiple documents at once. This function…
Announcement: PinPoint CRM | PinPoint Electronic Document Management
Do you have information here, notes over there, reports and other to do items that are difficult to keep all in one central location? LSSP is announcing our new and complete, built-in CRM. A CRM is an app that helps users manage their interactions with current and prospective customers. With a built-in CRM, users can link related messages together, and find all messages from a contact with one quick search, while an address book can hold as…
Tips and Tricks
Tips and Tricks Adding Folders from Browse Folders If you are in need of any new folders for your cabinets, there is a much quicker way to add folders when using the Browse Folders search under Locating. From the Browse Folders screen Menu>Locating>Browse Folders, simply click on the folder icon next to the cabinet you would like to add a folder to and fill in the metadata then save and exit. Did You Know? Workflows…