PinPoint’s Microsoft add-ins allow users to send files from your MS applications to your PinPoint fileroom. The add-in is currently available with Word, Outlook, Excel and PowerPoint.
To receive the add-in downloads, please inform your assigned project manager or use the Direct Chat function within the Help section of your PinPoint user menu.
MS Add-Ins Settings
- Open the MS application you installed the add-in for, then locate the PinPoint buttons in the top-right corner of the application.
- For Outlook, you must open an email first, then go to Add-ins to see the PinPoint buttons.
- Click the Settings option for PinPoint to connect the add-in to your PinPoint database using the API credentials provided to you by LSSP.
- Alternatively, you can load the API credentials from an XML file, which can be generated within the Settings from any PinPoint MS add-in already configured.
- The same XML files can be loaded by any of the four Office applications supported (ex. XML files generated within the Word add-in can be loaded by Excel, PowerPoint, and Outlook).
- Enter the API Path, API Name, API Password, and Database provided by LSSP staff.
- These credentials will remain the same for all supported MS applications and all users within your system.
- Click the Set API Service button after entering the correct API Path.
- Click the Test API Account button after entering your API Name and API Password.
- Click the Test API Database name after entering the name of your Database.
- Enter your PinPoint user name and password into the User Name and User Password boxes, then click Test User Login.
- Click Save Settings.
Using the MS Add-Ins with PinPoint
- Open the MS application, then you will see the following options located in the top-right of your menu (for Outlook, you must first open an email, then click Add-ins in the top menu).
- Save To PinPoint
This option allows you to manually select where to file the email and/or attachments. You will be required to select the Cabinet, Folder, Sub-Divider, and Doc Type. - SmartScan
This option allows you to use one of the ARIE automated filing methods. After choosing your automated filing method, the file be sent to SmartScan within your PinPoint fileroom:- Native: https://lsspdocs.com/manuals/pinpoint/arie/arie-native/
- Single: https://lsspdocs.com/manuals/pinpoint/arie/arie-single/
- Multiple: https://lsspdocs.com/manuals/pinpoint/arie/arie-multiple/
- Batch: https://lsspdocs.com/manuals/pinpoint/arie/arie-batch/
- Check-In (not in Outlook): this automated filing method will check the file in as a new version of the same document. All previous versions are saved and can be viewed through the Fx actions menu.
- Save To PinPoint