May Updates

At the end of May 2016, LSSP will be releasing a new version of eDrawer 6 and PinPoint with the following new functions: Build/Assign workflow to a document “On The Fly”. New integration with new applications to pass information between them. Group Workflow – enabling an assignment of a workflow to a group, and once a person in the group completes the task, then it is removed from the others in the group. Tickler reminders attached to document types for automatic workflow to begin. Assign a template when manually adding a file. Both at the File/Review and the Drag-and-Drop screens. Ability to add folders at the Folder Detail and the Browse Folders view screens. New Certificate of Destruction reporting to purge documents when retention is met. New file types for OCR and viewing, including DWG and XML. Help buttons at key locations for quick help. New search on Folder notes. Assign a template to pull the metadata fields from the file/review screen. Document Types can have the switch set to “Not Version” New supervisor email on Friday when workflows are past due. New Manual, direct look up in the application. If you are interested in seeing these new functions in action, sign up for the “What’s New in PinPoint 2.995” class at http://www.lsspdocs.com/training-classes/ What’s New in PinPoint 2.995 The new release class will show just the new features in 2.995 and what is coming in 3.0 WED, JUN 1, 2016 10:00 AM – 11:00 AM CDT For those of you using eDrawer, if you would like to see the advantages of switching to PinPoint, sign up for the “eDrawer and PinPoint Side-by-Side” class at http://www.lsspdocs.com/training-classes/ eDrawer 5 and PinPoint – Side-By-Side eDrawer 5 clients, please attend this web session to see eDrawer and PinPoint, and how they look side by side. See the […]

Tips & Tricks

Tips and Tricks Variable Naming If you are looking for a way to name your different document types, you can setup a Variable Naming rule. Variable Naming allows for a standard naming convention to be assigned to specified Document Types. You can select from 11 different items in any particular order that will be applied as the document name once filed into the system. To learn more, please visit our online manual at: http://www.lsspdocs.com/manuals/pinpoint/variable-naming/ Did You know? When you are filing multiple documents through a drag-and-drop screen, users have the ability to rename files as they come in, as well as the ability to re-route files before “Submitting All”. Using the box on the right, which has your file names listed, simply click on the file you would like to re-route and name, then click “Save” when finished. Did You Know? Users can drag-and-drop directly into specific folders from the Browse Folders and Folder Details search screens. Menu>Locating>Browse Folders Narrow down to the cabinet, folder, and subdivider you would like to file the document(s). Click on the paper icon with the plus sign next to the folder you want, and the system will ask you if you want to use Drag and Drop. Click OK. Drag the files into the file box that you’d like to file and be sure a subdivider has been selected. If you would like to rename any files being added, highlight the file name from the box on the right and type the name you would like. Before saving, select the Document Type you’d like to file these documents under and complete any metadata that is needed. Click Save. Repeat this process for any remaining documents. Menu>Locating>Folder Details Narrow down to the cabinet and folder you’d like to file the document. Click on the Fx icon above […]

PinPoint Template Class – Coming in June!

PinPoint Template Training! In addition to the weekly training classes and Q&A sessions, LSSP is offering monthly Template classes to show users how to have ARIE populate document metadata directly from your documents. Register any time at: http://www.lsspdocs.com/training-classes/ PinPoint Template Class Teach ARIE how to populate your metadata automatically, using content directly off of your document templates. Audience: Administrative Users of PinPoint Prerequisite class(es) recommended: Admin (Beginner & Advanced)  For more information on templates, please visit our customer portal at: www.lsspdocs.com/customer-portal

Reminder of New Release

This month LSSP will be releasing a new version of eDrawer 6 and PinPoint with the following new functions: Build/Assign workflow to a document “On The Fly”. New integration with new applications to pass information between them. Group Workflow – enabling an assignment of a workflow to a group, and once a person in the group completes the task, then it is removed from the others in the group. Tickler reminders attached to document types for automatic workflow to begin. Assign a template when manually adding a file. Both at the File/Review and the Drag-and-Drop screens. Ability to add folders at the Folder Detail and the Browse Folders view screens. New Certificate of Destruction reporting to purge documents when retention is met. New file types for OCR and viewing, including DWG and XML. Help buttons at key locations for quick help. New search on Folder notes. Assign a template to pull the metadata fields from the file/review screen. Document Types can have the switch set to “Not Version” New supervisor email on Friday when workflows are past due. New Manual, direct look up in the application. Please be sure to stay informed by visiting our Customer Portal on our www.lsspdocs.com website. Sign up for free training classes/QA sessions there, as well.