Document Management Software
  • Home
  • PinPoint
    • PinPoint Document Management
    • ARIE
    • Contact Management
    • Single Sign-On
    • Document Management Compliance
  • Solutions
    • Industries
    • Cloud Based Document Management
    • Self Hosted Document Management
    • Channel Partners
  • Pricing
  • About Us
  • Blog
  • Customer Portal
Free Trial
Save this page as a PDF

Completing a Workflow

Once a user completes a workflow task, the document in the workflow is automatically sent on to the next person(s) in the sequence order. Once you have completed your task in a workflow, it is critical that you mark the task as completed so the workflow can move on.

A user can complete a workflow task from 3 difference screens in PinPoint:


  • Using the File/Review screen

    • When you open the document, you can complete your task by clicking the check-mark, located at the bottom left of the File/Review screen under the Document Settings.


  • Using the Dashboard screen

    • When you are on your Dashboard, simply click the yellow/red icon to complete your workflow task.


  • Using the My Workflow screen

    • When you are using the My Workflow screen, you can either complete one workflow task at a time, or complete multiple workflow tasks at once.
      • To complete multiple at once, select the workflow tasks you’d like to complete, then select the top FX icon, then click the icon to the left of Complete Workflow.
      • If you want to complete one task at a time, simply use the FX icon or the yellow/red icon in the same column as the workflow task you would like to complete.

Table of Contents

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
Security
  • Setting Up Your Profile
  • Enabling PDF Tools
  • Managing Users
  • Managing Groups
  • Group Permissions
Filing Documents
  • Filing a Single Document
  • Filing Multiple Documents
  • ARIE Functions
Document Handling
  • Gallery View
  • Content Search
  • Folder Details
  • Reports
  • Merging Pages to Existing Documents
  • Managing Onboards
  • Document Retention
  • ARIE Requests
  • Variable Naming
  • Mail Merge Letters
  • My Shared Documents
  • Managing Shared Documents
  • MS Add-Ins
  • FX Functions
Workflow
  • Completing a Workflow
  • Managing Workflow
  • My Workflows
  • My Onboards
  • Supervisor Workflow
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • SmartScan
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Company Branding
  • Setup for Cabinet/Document Types
  • Slider Broadcast
  • Email Templates
  • SMTP Settings
  • Administrative Logs
Dashboard
  • User Dashboard
Contact Management
  • Accounts
  • Contacts
  • Campaigns
  • Opportunities
  • Reminders
  • Appointments
  • Email Templates
  • CM Documents
LMS
  • Manage Courses
  • My Courses
Desktop Application
  • Using the Desktop Application

PinPoint DMS

Industries

Pricing

About Us

Contact Us: sales@lsspdms.com

Privacy Policy

Cloud Based 

Self Hosted

Channel Partners

Customer Portal