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.

PinPoint 4.0 Enhancements | PinPoint Electronic Document Management

DOCUMENT HANDLING * Share Documents – users can now share documents to PinPoint users or non-PinPoint users, with the ability to set an expiration date. * Proximity Search (Pattern Matching) – allowing the ability to capture information directly from the document without a template. * Finalize Function – the ability to finalize a document so that changes cannot be made. * Remove Hold – user who placed the hold on the document can now remove the hold. * Custom Retention Date – ability to set the specific retention date for an individual document. * Quick Search in Toolbar – added toolbar to search for files by document name from any screen. * Saved Searches – users will be able to save custom searches on the Content Search. ADMINISTRATIVE FUNCTION ENHANCEMENTS * New Admin Mode – for admin functions only. * Default Document Tab – ability to set a default document tab for document types. * Default Document Type – ability to set a default document type for cabinets. * Document Type Exclusion – restricts users from adding document types to incorrect folders. * Deleting Folders – administrators can now delete folders in bulk. * Customized Broadcast – ability to set up to 3 different slider messages and links for your login screen. * New Onboarding Feature – to have the system auto-track documents for new hires, etc. GALLERY VIEW ENHANCEMENTS * Multiple Documents View – ability to view multiple documents at once from the Gallery View. * Add New Folders – ability to add new folders on the fly while using the Gallery View. * Drag-and-drop in gallery – ability to drag documents directly into a folder or sub-divider on the Gallery View. OTHER SYSTEM ENHANCEMENTS * Alerts/Notifications in Toolbar – shows overdue tasks, new tasks and messages. * New […]

Customer Review | PinPoint Electronic Document Management

We wanted to say a big thank you to anyone that has took the time to check out our website or even purchasing our product. It is very important to our team, and customers that we do our best, and attempt to reach everyone standards. We would love to hear what you guys think about where we are and what you would like to see. We would like to receive reviews to see what our team can work on to improve in any ways that we can. Our customers opinions are very important to us and we need your help to make PinPoint a better product. Please take a second to fill out the following review: Review Here

PinPoint v4.0 Enhancements | PinPoint Electronic Document Management

We are excited to announce that PinPoint v4.0 will be released very soon! Please review some of the new enhancements coming below. New System Enhancements: Share Documents – users can now share documents to PinPoint users or non-PinPoint users, with the ability to set an expiration date Alerts/Notifications in Toolbar – shows overdue tasks, new tasks and messages Saved Searches – users will be able to save custom searches on the Content Search New Reporting – with one-button click to export to Excel, CSV, PDF New Markup Tool – works with all browsers, not just Internet Explorer New GUI – reduced screens and menu for quicker navigation Document Type Exclusion – restricts users from adding document types to incorrect folders Proximity Search – allowing the ability to capture information directly from the document without a template New Onboarding Feature – to have the system auto-track documents for new hires, etc. Quick Search in Toolbar – added toolbar to search for files by document name from any screen you are on New Admin Mode – for admin functions only Workflow Enhancements: Supervisor Workflow Reassignment – workflow tasks can be re-assigned by any Supervisor of the workflow Delayed Workflow – workflows can have a custom start date placed at the File/Review screen, and that is the date the workflow begins for the document New Decision Workflow – a decision workflow can only be a choice, the choice should be either a new workflow or a different step in the workflow No-Document Workflow – a workflow can begin without a document being entered Viewable Restriction during Workflow – setting to have documents only viewable to users within the active workflow New Workflow Visual Report – this gives you the visual layout of the workflow (Ganntt Chart):    

New “Live Chat” Support | PinPoint Electronic Document Management

As you may already know, LSSP now has a new live chat with our customer support team. All users in your organization now have a button to click for immediate help, without having to find somebody in your organization to help them! The live chat support is for all existing customers and all new customers signing up will have this immediate support now, as well. The live support will be very simple: whether your question is on how to set up your structure, adding new documents, working with workflow, etc., all your questions will get answered immediately. We have hired on new staff to ensure that your questions are answered promptly. With the new live chat support, we will be eliminating the weekly Q&A classes, since all users will now have immediate, live chat support. Other beginner training classes will be offered monthly at no cost as they have always been. The live chat support can be accessed in the following ways: If you were not already using the logo in the top-left corner of your PinPoint database to direct a user to a web-page, we have updated the logo in your database to go directly to the live chat support. From the customer portal home page, there is a direct link to the live chat support.