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Manage Shared Documents

The Manage Shared Documents page lists all documents you have shared to other users.

From the user menu on the left side, go to Locating > Shared Documents.

Here, you will see the DocID, Add Date, End Date, and who the document was Shared To.

On this page, you can remove documents that are you are currently sharing to other users. This will not delete the document from your PinPoint fileroom; it will only remove the document from the user’s “My Shared Documents” list.

Table of Contents

To view or download the entire manual as a PDF, click here.

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
  • Adding a Folder
  • Changing Folder Information
  • Deleting a Folder
  • Recovering a Folder
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
  • Content Search
  • Folder Details
  • FX Functions
  • Creating Stamps
  • Merge Pages to Existing Document
  • Running a Mail Merge
  • Mail Merge Templates
  • Managing Forms
  • Managing Tags
  • Variable Naming
  • Document Retention
  • Recover Documents and Folders
Workflow
  • Completing a Workflow
  • Managing Workflow
  • Managing Multiple Workflows
  • Reassign Workflow
  • Managing Notes & Reminders
  • Supervisor Workflow Management
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Using Setup for Cabinet/Document Types
  • Managing Departments
  • Managing Languages
  • Broadcasting a Message
  • Company Branding
  • SMTP Settings
  • Administrative Logs
Dashboard
  • Regular Dashboard
  • Express Dashboard

PinPoint Features

Pricing

About Us

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Privacy Policy

Cloud Based 

Self Hosted

Customer Portal