PinPoint | Education Document Management

Collaborate with student records and other office files across departments, school districts, and universities.

Education Document Management allows your staff to access student files Contracts, Meetings and Minutes, Departmental and Finance files from any location.

Automatically process daily transaction sheets in batches without human intervention needed to file them.

Using PinPoint as an Education Document Management software, workflow notifications can be set up  to notify your staff when tasks are due. PinPoint DMS will notify you and other staff when action is needed. Built-in forms processing is built-in to the system as well for filling and filing forms.

Built-in On-Boarding can notify you of missing Student Files, and monitor automatically for outstanding files. Whether you need to verify the data is correct or stamp the file, this gives you the ability to monitor the flow of work without your staff checking things manually. PinPoint was built to make your staff’s everyday tasks as simple as possible, allowing you to save money and resources. 

Program Keypoints

  • Quick and easy implementation.
  • Batch process both paper and electronic files.
  • File directly from MS Office Suite.
  • Built-in automation to file critical documents, with easy retrieval of information.
  • PinPoint delivers easy access to information with a centralized document management repository.
  • Store videos and incidents as well as all your files and forms.
  • Workflow and reminders to insure completion on-time.
  • Improved QA tools to organize your firm’s documents safely and securely.
  • Easily file documents from within your business applications.
  • Version control and history tracking.
  • Store any type of files with full security and history trail.
  • Simplify file search efforts including full text content and metadata.
  • Easily file emails and their attachments with one click from Outlook.
  • Easy to use look-up screens to retrieve case and matter data.
  • Drag and drop any file type to your case and matter folders.
  • Definable ways to classify, describe and organize client documents.
  • Ability to reference files to multiple folders.
  • Check-In/Check-Out with version management.
  • Client Portal enables Web access to documents for external parties. Customers can fill out forms directly into your PinPoint Document Management Software.

Additional Resources

  • Project Manager assigned to your organization for One-On-One implementation.
  • System is defined to match all your information elements you need for each Matter with Legal Document Management.
  • Load your previous electronic files automatically with full search ability.
  • Automatically updates to new versions of the software.
  • On-going support & training always. We do NOT outsource, so you are always working with a PinPoint Banking Document Management Project Manager.
  • Ability to quickly send documents for signatures and seamless retrieval.
  • Integrate with QuickBooks, Great Plains, Sales Force, SharePoint, MS Office, OneDrive, Needles, etc…..
  • Access from any location using any device
  • Audit log reporting for complete compliance.
  • Complete API as well for use if needed.