2.995 Enhancement List | PinPoint Electronic Document Management
2.995 Enhancement List Build/Assign workflow to a document “On The Fly”. New integration with new applications to pass information between them. Group Workflow – enabling an assignment of a workflow to a group, and once a person in the group completes the task, then it is removed from the others in the group. Delayed Workflow – Tickler reminders attached to document types for automatic workflow to begin. Assign a template when manually adding a…
May Updates | PinPoint Electronic Document Management
At the end of May 2016, LSSP will be releasing a new version of eDrawer 6 and PinPoint with the following new functions: Build/Assign workflow to a document “On The Fly”. New integration with new applications to pass information between them. Group Workflow – enabling an assignment of a workflow to a group, and once a person in the group completes the task, then it is removed from the others in the group. Tickler reminders…
Tips & Tricks | PinPoint Electronic Document Management
Tips and Tricks Variable Naming If you are looking for a way to name your different document types, you can setup a Variable Naming rule. Variable Naming allows for a standard naming convention to be assigned to specified Document Types. You can select from 11 different items in any particular order that will be applied as the document name once filed into the system. To learn more, please visit our online manual at: https://lsspdocs.commanuals/pinpoint/variable-naming/ Did You know?…
PinPoint Template Class – Coming in June! | PinPoint Electronic Document Management
PinPoint Template Training! In addition to the weekly training classes and Q&A sessions, LSSP is offering monthly Template classes to show users how to have ARIE populate document metadata directly from your documents. Register any time at: https://lsspdocs.comtraining-classes/ PinPoint Template Class Teach ARIE how to populate your metadata automatically, using content directly off of your document templates. Audience: Administrative Users of PinPoint Prerequisite class(es) recommended: Admin (Beginner & Advanced) For more information on templates, please visit…