PinPoint Tips & Tricks

Gallery View While using the Gallery View locating screen, when you have documents open in your gallery, clicking on the document image will open a quick view of the document on the right-side of the screen, though if you click on the document name instead, the document will open in the File/Review screen in a new tab. Workflow “Task Decision” Workflow tasks can be set up to contain a decision the user must make. This means that a user will need to choose “Option 1” or “Option 2”, which will automatically route the workflow to the proper step. To set a workflow task as a “task decision”, click on the specific task under the “Task Details” when managing your workflow. Once you have opened the task, use the “Option 1” and “Option 2” drop-downs to choose which workflow is triggered when each option is chosen. When users are assigned task decisions, they will be given the option to choose which new workflow path the document should go on. Content search This is your “catch-all” search. The Content Search is a global search and is another way to include an OCR search, while also searching on various other criteria. For example: Cabinet Type, Document Type, date range, subdivider, and tags).To watch a short video on the Content Search option, click here.  

PinPoint Weekly Training Offered at No Charge!

As you may know, LSSP offers weekly training classes that all users can register for at any time, as many times as needed, at no additional charge. These classes are the best way to keep you up-to-date with what is new in your system, and is a tool to use as a refresher for some of the features you may not use often. We urge everyone to sign up! Register any time at: PinPoint User Training (Beginner) This kickoff to your PinPoint training will cover simple, day-to-day functions of the system, and is intended for the everyday user. Learn how to file documents, retrieve documents and mark-up documents with comments. In addition, learn how to set your own personal preferences within the system. Audience: All users of PinPoint Prerequisite(s) recommended: None PinPoint Admin Training (Beginner) In this class, learn the nuts and bolts of the PinPoint infrastructure. We’ll show you how to add users and assign security permissions to users/user groups, as well as the filing hierarchy and how to setup each folder-level. Audience: Administrative users of PinPoint Prerequisite(s) recommended: User Training (Beginner) PinPoint ARIE Training – Automated Filing This advanced class will discuss the setup and use of ARIE, PinPoint’s automated filing feature. Learn the different types of ARIE filing, how to create a distribution rule, and which ARIE filing function(s) works best for your organization. Audience: Administrative users of PinPoint Prerequisite(s) recommended: User Training (Beginner); PinPoint Admin (Beginner) Weekly Q&A Sessions PinPoint Q&A The PinPoint Q&A sessions are for all users to attend. These sessions give you the opportunity to ask one of our PinPoint experts any questions you have in regards to working with PinPoint. Q&A sessions are live sessions and are offered two to three times per week. Please select the date and time that works […]

PinPoint 3.5 Enhancments

We are excited to announce some new items that have been added to PinPoint! PinPoint 3.5 Enhancments To view a short presentation video, please click here . Emailing from the DMS side of PinPoint Now you can place contact and account emails to your folders, so the system can automatically email many documents to many different people automatically without having to select who to send to each time. When multiple documents are selected from multiple folders, the system can send each document to the email that has been saved for that folder. PinPoint Bridge – Integration Now with just one click of a button, users can quickly link documents between multiple applications. Additional features are added into Connectors. Connectors will be added as on-going, but first we will have QuickBooks, DocuSign and SalesForce. Even WITHOUT connectors you can bridge your files from all other applications. Workflow Decision Mode Workflow can be set up for tasks to contain a decision. This means that a user will need to choose “Yes” or “No”, which will automatically route the workflow to the proper step. New Reports added to CRM and DMS Summation of CRM (from Account or from Contact) Summation of DMS (Notes and Discussion from a set of selected documents) Contact report and export Account report and export Opportunity reporting Single Sign on (Optional) If you have already signed in under your Microsoft, Google, Facebook or LinkedIn account, you will not need to log into PinPoint, as the system will take you directly to your home screen.   For additional information, please register for an upcoming Q&A session through the PinPoint Customer Portal at any time!

PinPoint Enhancements on Radar

Here are the results from the enhancement survey. They are numbered in how they ranked based on your vote, starting with the highest ranked at number 1 The ability to use a customized “indicator word/phrase” instead of BULKMR to indicate a page break when using ARIE Multiple to import files. Simplify the creation and use of retention, including mass selection of a Cabinet or Folder for one retention. Bar code capability. Allow rearrangement of the Cabinet Field Names in Cabinet Setup. Creating Folders on the fly using distribution rules and a predefined template. Simplify syncing email with PinPoint. Simplify moving of documents from one fileroom to another. Simplify the editing of folders within a Cabinet. Ability to have a document in more than one folder without having to duplicate it. Subdividers on the folder level. Ability to retain your selected filter on a search screen. Simplify deleting subdividers within a Cabinet. A universal PDF viewer that doesn’t require either Chrome or Internet Explorer- allowing me to edit/sign PDFs once uploaded to PinPoint. Having more global search capabilities (being able to use any item to search at any time). Having nested folders (subfolders). Being able to use keyboard shortcuts such as “enter”, etc. Reducing the need to scroll to find your place again once you close a pop-up window (e.g. when using Drag & Drop). A preview pane so that when looking at a file in the folder you can see it without having to open it. We will be announcing the new enhancement release dates in an upcoming blog post on our website so be on the look-out!

3.0 Enhancements/Release Date

LSSP is announcing our new and complete, built-in CRM coming in May! A CRM is an app that helps you manage interactions with current and prospective customers. With a built-in CRM, you can link related messages together and find all messages from a contact with one quick search, while an address book can hold as much information about the contact as needed. This will allow you to string together relationships in their contacts, and to review notes and keep track of all conversations and necessary schedules. Regardless if it is being used for customers, vendors, employee management or other cabinets and folders for your entities, a CRM can keep track of all information quickly and easily. On the customer side, a CRM can also keep track of opportunities. Opportunities give you the ability to see forecasted sales opportunities with tickler alerts. This enables your organization to manage cases and track progress. Our new CRM will be very modern and easy to use, keeping everything at your fingertips. There is no added charge for this new, built-in application. Please also keep in mind that this CRM is not only for contacts, but for any entity. For example, a connection (Contact) can be an Employee or a Vendor, or even a Project /Job. The new module can be used for case management as well. Activities can be notes, meetings, calls, emails and more, including full trails of all the details. Set emails to be sent out to others at future dates with the email automation for reminders or campaigns. Opportunity tracking is built-in as well for those using this for clients. At the end of April, we will be showing an overview of this powerful new tool for you through webinar presentations. Please be on the look out for those future classes at our weekly training […]