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Using Setup for Cabinet/Document Types

Admin > Fileroom > Set Up

The system admin account can select from a list of predefined cabinets and document types to help in your initial setup. Other than the system admin account, no other user has access to the “Set Up” page.

Under the Cabinet Type dropdown, select the cabinet you would like to add to your PinPoint fileroom, then click the Add button. To update the cabinet, go to Admin > Fileroom > Cabinets then double-click the cabinet you want to edit.

Under the Document Type” dropdown, select the document type you would like to add to PinPoint, then click the Add button. To update the document type go to Admin > Fileroom > Document Types then double-click the document type you want to edit.

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

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Contact Us: sales@lsspdms.com

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Cloud Based 

Self Hosted

Channel Partners

Customer Portal