Setting Up Your Profile | Document Management Software

To access your profile, click your name in the upper right-hand corner of PinPoint.

VIEW User Log in & Profile Setup

Basic Tab

Define your basic user preferences, including your Username, Email, First Name, Last Name, Password, Security Question & Answer, Profile Picture and Timezone.

To modify your password, click Modify Password then fill in the information regarding your old and new password and click Save Changes.

Advanced Tab

To download Dynamsoft, select the link in the center of the screen. Dynamsoft is the TWAIN driver for them to scan into PinPoint directly.
To download PDFXViewer, which is the built-in PDF tool, compatible only with Internet Explorer currently, select the link labeled “Download PDFXViewer.”

If you plan on emailing from PinPoint, you will need to fill out the SMTP Settings. To do so, click the Advanced tab at the top of the screen.

You will need to contact your email service provider or your IT staff for your SMTP settings. The information you will need to fill in is as follows:

SMTP Server: The name of your SMTP email server
SMTP Email: Your full email address
SMTP Password: Your email password
SMTP Port: The port number your SMTP server requires
Use SSL / Use TLS: Check these boxes if the SMTP settings for your email server require them
To test your SMTP settings, click Test SMTP. You will get a successfully message if the SMTP settings are correct and an error message if the SMTP setting are incorrect.

If SMTP settings are set up on the admin profile, users with blank settings for SMTP server name, port, and SSL/TLS will inherit those settings from the system admin account. Users can have different SMTP settings from the system admin account, and user SMTP settings override the admin SMTP settings (ex. a user would like to use a Gmail account instead of a company email).

Within the Advanced tab, you may also input your SSO Settings regarding your LinkedIn, Microsoft, Gmail, and Facebook accounts (Only if SSO is a part of your subscription to PinPoint).

Lastly, if you have a DocuSign account, you can input your DocuSign Settings so that it is synced with PinPoint.

Custom Tab

Define your Default Settings, which will be the settings that auto-populate when you want to file/search for documents within the system.

To set your default settings, start by clicking the Custom tab at the top of the screen. You can preset the cabinet, folder, sub-divider, document type and document tab if desired. The default settings can also be changed/removed at any time. After your default settings are saved, you must close out of PinPoint and log back in for the settings to go into effect.

For the SmartScan field, you can select a default rule type for when you are using SmartScan for auto-filing with ARIE.