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CM Documents

CM Documents is a repository for documents you “link” with specific Accounts/Contacts.

To link a Single Document

  1. Open the document in PinPoint, then click the CM Link button located above the Doc Name field.
  2. Select the Account/Contact you want the document linked to.
  3. Click the Add button when finished.

To link a Folder

  1. Click Admin in the PinPoint menu, then go to Folders under Fileroom Management.
  2. Select the Cabinet the folder belongs to.
  3. Locate the Folder you want to link.
  4. Under the Action column next to the folder, click the CM Link button.
  5. Select the Account/Contact you want the folder linked to.
  6. Click the Add button when finished.

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
  • PDF Forms
  • HTML Forms
  • Merging Pages to Existing Documents
  • Managing Onboards
  • Document Retention
  • ARIE Requests
  • Variable Naming
  • Document Tags
  • Mail Merge Letters
  • Held Documents
  • 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
  • Document/Folder Recovery
  • Administrative Logs
Dashboards
  • User Dashboards
  • Admin 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

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Cloud Based 

Self Hosted

Channel Partners

Customer Portal