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PDF Forms

Within PinPoint, you can upload fillable PDF forms to be filled out and saved as new documents within your fileroom.

Begin by clicking Admin in the PinPoint menu on the left side, then go to Fileroom > PDF Forms.

Add PDF Form

  1. Click the Add Form button.
  2. Select the Doc Type you want to assign the PDF form to.
  3. Enter the Form Name.
  4. Upload the fillable PDF form.
  5. Click

Fill out PDF Form

  1. Begin by clicking the File Single button below the user menu or go to Filing > Single.
  2. Select the Doc Type the PDF form is assigned to, then fill in the required document metadata fields for the Doc Type.
  3. Click the Fx button above the Doc Name field.
  4. Click the button next to Forms.
  5. In the pop-up window, select the PDF Form you want to open.
  6. Fill in the required fields on the form.
  7. Enter the Doc Name for the form.
  8. Select the Cabinet you want to file the form to.
  9. If you are adding the form to an existing folder within the cabinet, click the Existing Folder button and select the folder you want to file the form to. To create a new folder to add the form to, simply type in the required folder fields.
  10. After the folder is chosen, you must select the Sub-Divider you want to file the form to.
  11. Click Save when you are 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

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Pricing

About Us

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Cloud Based 

Self Hosted

Channel Partners

Customer Portal