PinPoint 4.05 Enhancements | PinPoint Electronic Document Management

PinPoint 4.05 will be released for cloud customers on Tuesday, May 28th, 2019! For self-host customers, the new version will be available beginning the 3rd week of June 2019. New System Enhancements: New Toggle on the Gallery View to switch between a Thumbnail or List View Page Number Auto-Generation Users can have ARIE auto-generate page numbers for documents, and choose the location of where the page number is placed. New Table of Contents A new look to the Table of Contents that can be auto-generated when merging documents. No more “Document Metadata” Requirement Adding Metadata Fields to your Doc Types is now Optional. New Search Filters on Locating Screens Filters include Workflow, Status, Sub-Divider, Notes, and more. Fx Button added to Dashboard New View User “look” and “upload” Option New look to the view user screen, including the ability for a view user to upload a document directly. Assign Multiple Onboard Supervisors For each Onboard you create, you can set one or more Supervisors who will be notified when document types arrive and if they are missing. “Clear Check-Out” Permission The ability to clear the check-out for any document the user has access to can be granted at a user level. Send Multiple Docs with one External Link Users can now send multiple documents at once, using the same External Link. Share a Document to a User or an Email and set an Expiration Documents can be shared to PinPoint users, or to an email address that belongs to a non-PinPoint user. An expiration date can also be set.

More Benefits of Document Management | PinPoint Electronic Document Management

More Benefits of Document Management Always Have Good Organization- With categories, and subcategories to mark your files and documents it will become easier to organize, locate, and retrieve other documents for your future use. Time/Cost Efficiency- Having an employee efficiency is a real time saver. Time saved is money being saved. Keeping and running a DMS can be done with no cost. File Sharing- With a DMS users get to share files, and documents with colleague’s, with no issue of their location. Simultaneous Updating- Keeping all necessary documents is one location ensures that documents can be simultaneously updated as changes occur. There can be simple complex changes that’ll be automatically reflected so whoever is accessing the data, it is up to date. Also, can complete because it is all in one place. Going Paperless for Lowers Costs- Paper does cost a pretty good chunk of money in the long run and is something every business can go without paper. It also saves a lot of time and you don’t have to worry about losing anything important. With having a paper-management system you should invest into a huge amount into the required resources. Advantages of Document Management System • Relief of paperwork burdens through improved process efficiency • Minimization of the possibility of lost information and liability • Increased productivity • Sharing of information among many users simultaneously • Improvement of service and response to customers

Perks Of Document Management System | PinPoint Electronic Document Management

Perks Of Document Management System The basic components of document management software systems include: • Document storage • Check-in/check-out • Simultaneous editing coordination • Security and access control • Search and retrieval • Version control • Indexing and classification • Audit trails • Annotations 1. Document/file repository Cloud-based document management systems serve as a central repository for all your important documents that can subsequently be accessed, viewed, changed and shared with colleagues. No more wasting hours upon hours of precious time rushing to look through stacks of folders to find a document or an important one. 2. Document/content security When documents are not managed, the possibility of important information being exposed to the wrong people Is something you want to look out for that. sensitive information falling into the wrong hands can bring irreversible damage to a business. Document management software solutions let you safeguard confidential business information through rigorous security policies and role-based access control.( 3. Anytime, anywhere access As is the case with cloud-based software solutions, web-based DMS allows the ability to access files and documents anywhere, anytime, regardless of device used, which is particularly handy with team members who are on the go or located remotely.

Electronic Document Management Systems

Go Paperless with a Document Management System Electronic document management systems use software programs that electronically manage the creation, storage and controlling of documents easily. The programs only let authorized users access the documents to carry out duties, such as printing. Features within document managing software generally include workflow management, document management. Hardware included in an electronic document system is a scanner that captures electronic images of documents. If the management software contains Optical Character Recognition, the program may automatically index scanned documents and store the text found within the image. Pairing OCR with Intelligent Character Recognition, the software automatically captures additional data, making it simple to find a document using search terms. Benefits of Document Scanning and Electronic Document Management Systems Streamline document management: As soon as an electronic records management system scans a document, it is immediately available to authorized personnel within the agency. Electronic documents reduce the need to file hard copies using an organization system with high risk for human error. Employee efficiency: Multiple individuals can access electronic files at the same time, eliminating the need to photocopy or share documents. If the agency’s electronic document management system includes an in-house scanner, staff members can quickly convert hard copies into digital files and share them. Save time and reduce waste: Electronic document management system can help an agency save paper and reduce waste. Distributing an electronic document via email or in a shared folder before a meeting. Cost savings: Scanning decreases the need to use photocopiers and fax machines to distribute documents, saving an office on toner, paper and maintenance-related costs. Added security: Electronic documents don’t require secure filing cabinets, locks or security personnel to keep them safe. When you use a reputable vendor and the right management setup, electronic records aren’t affected by disasters like […]

Positives of Having a PDF | PinPoint Electronic Document Management

Despite decades of discussion around the “paperless office,” most companies still produce and receive an enormous amount of paper even though going paperless can really make an improvement to you and your office. It’s so much easier to go completely electronic to doge future issues, or loosing items. Critical documents are still sent via courier and traditional mail-in paper form and employees exchange and circulate physical copies of documents that must be managed, filed and stored. Even digital documents pose a challenge. Employees routinely print out and mark them up, then re-scan them using desktop hardware that is slow and unreliable. In addition, not all employees can edit PDF documents, so different versions of the same document wind up residing on multiple servers and desktops. PDF can be super helpful as well! There is so much to learn about those as well. I always recommend to have a PDF when you are wanting a document management system!