Document Management Tips & Tricks | PinPoint Electronic Document Management
Tips & Tricks Filter by multiple folder fields from the Folder Details locating screen: Menu>Locating>Folder Details Choose the Cabinet you would like to open, then click Search. Fill in as many folder fields as you need to filter for the specific folder(s) you are looking for. Click Search above once ready to filter. Administrators can now use the ARIE Folder Load function internally through the Manage Folders screen under the Setup menu (Cloud Only):…
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…
What is Document Management Software? | PinPoint Electronic Document Management
Paperless systems allow for scanning, archiving, searching on criteria sets, workflow management, electronic audit keeping, retention maintenance, and compliant security. Productivity time is now down to seconds for finding documents, rather than hours. Correspondence is performed right from the desk, rather than moving to and from fax machines, and copiers. Policy and Procedures are reviewed and tested right at staff’s workstations, keeping them up with and changes and updates. Human Resource departments have all employee…
Technical Support | PinPoint Electronic Document Management
Technical Support Service Support Hours Technicians are available from 8:30-4:30 CT Monday-Friday. Getting Support Visit our customer portal through our web site (lsspdocs.com). Make sure to include your company name, phone number, and detail of the issue. Up to two clients from every organization can submit tickets, as submissions from all users may cause communication problems. Your yearly renewal with LSSP covers access to our ticket support system. You can use the ticket support system…