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…
2.985 Enhancements/ Upcoming Enhancements | PinPoint Electronic Document Management
PinPoint 2.985 Enhancements: Variable naming by document metadata fields Workflow business rule added to distribution rules for routing special workflows ARIE Direct can have a template selection for capturing content for document metadata fields Expand / Collapse of document view, on the File/Review screen Encrypted emails New menu selection to see what is in the ARIE queue Compare document report New Skins and icons, including Cupertino and Redmond Bug Fixes: Being able to add documents…
PinPoint 2.98 Enhancement List | PinPoint Electronic Document Management
PinPoint 2.98 Enhancements New skins/icons such as, Redmond, Cupertino, Forest, Volcano and Sunshine. New Red-Line comparison tool. Users can have an email report or file a new document automatically with the report. Some icons from the Fx have been placed in the File/Review Screen for quicker use. View/Hide File Digital Signing Import Document Scan Document Check mark to show if document is checked-out Document Queue New Document Queue. This will enable users to place multiple…
PinPoint 2.96 Enhancement List | PinPoint Electronic Document Management
PinPoint 2.96 Enhancements Administrative Changes: Reporting for management and statistical analysis (Library of reports will continue to grow). New Menu bar moved to the top of the screen, to open up space (No more drop down menu on the left). Unknown new station (IP address) will need to pass security question for access. Admin user can remove logically deleted documents and folders. When users file documents into PinPoint, whether manually or through ARIE, you now…