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…
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…