Announcement: PinPoint CRM

Do you have information here, notes over there, reports and other to do items that are difficult to keep all in one central location? LSSP is announcing our new and complete, built-in CRM. A CRM is an app that helps users manage their interactions with current and prospective customers. With a built-in CRM, users 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 users 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 vendors, employees 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.  

Tips and Tricks

Tips and Tricks Adding Folders from Browse Folders If you are in need of any new folders for your cabinets, there is a much quicker way to add folders when using the Browse Folders search under Locating. From the Browse Folders screen Menu>Locating>Browse Folders, simply click on the folder icon next to the cabinet you would like to add a folder to and fill in the metadata then save and exit. Did You Know? Workflows can now be set up for a delayed start rather than the moment a document hits the system. From the Document Type setup screen, instead of choosing your workflow under “Workflow”, select your workflow under “Delayed Workflow” and choose an amount in days for when you would like the workflow to begin. This will be the number of days after the entry date before the system will begin the workflow for that specific document type.   ARIE Queue   Admin > ARIE > ARIE Queue The ARIE Queue screen displays all present and past ARIE Requests. There are several requests that ARIE can do for you behind-the-scenes, which include OCR, Viewable Images, ARIE Batch, ARIE Single, ARIE Multiple, ARIE Native, E-Sign Requests, Cover Pages, Merging and Variable Naming. The ARIE Queue is only accessible through the ‘admin’ account. Change Priority: Click the Fx button in the same column as the ARIE Request you want to mark as a “High” priority. Click Change Priority, then change the priority to “High” and Submit (To change the priority for multiple process at once, select all you want to change the priority for, then use the Fx button above the “Action” checkbox). Change Status: Re-process “Failed” ARIE requests (individual) Change the Status column to “Failed”, then click Search above. Click the Fx button in the same column as the […]

What is Document Management?

Paperless systems allow for scanning, archiving, searching on criteria sets, workflow management, electronic audit keeping, retention maintenance, and compliant security. Productivity time is now down to seconds for finding documents, rather than hours. Correspondence is performed right from the desk, rather than moving to and from fax machines, and copiers. Policy and Procedures are reviewed and tested right at staff’s workstations, keeping them up with and changes and updates. Human Resource departments have all employee and potential employee information secure and all in one centralized data base, for easy access, and response. Insurance forms, legal issues, can be submitted directly from their desks, as well. The ideas of use, really become endless, and systems must be flexible enough to accommodate your business needs. The document management software must securely hold all documents, and any file type. Redundant documents should be trained once, so you can scan them and the software knows what to do with them. Scan directly into the document management software with OCR and automatic indexing. Audit log of all activity by users. Check-in/Check-out documents for remote processing. Unlimited users with no additional fees. Retention date settings and purging routines. Archive routines. Version management for documents. Remote access via Web. One touch search routine. Unlimited drawers, folders, and documents. Multiple file rooms for additional security. Multiple layers of security. Route any document or file from any Windows application without printing and scanning. Route Faxes and emails directly to the system without staff intervention. File documents in batches of multiple file types.  

Technical Support

Technical Support Service Support Hours Technicians are available from 8:30-4:30 CT Monday-Friday. Getting Support Visit our customer portal through our web site (lsspdocs.com). Make sure to include your company name, phone number, and detail of the issue. Up to two clients from every organization can submit tickets, as submissions from all users may cause communication problems. Your yearly renewal with LSSP covers access to our ticket support system. You can use the ticket support system to let us know when you are having an issue, or when you have a questions that needs to be addressed. Upon submission, our technicians will decide if the issue warrants a phone call or a remote session to better assist you, unless you are on one of the optional support packages Please be aware that the ticket support system is not a “How Do I Do This?” type of support. Those types of questions can be resolved by simply signing up for a Question and Answer session at no charge.  The Q&A class is live, so this is the forum to receive help for those types of questions. Any and all issues, besides “how do I ____” questions, will need to be submitted through our ticket system and will be addressed by our first available technician on a first come, first served basis. The technician will decide if your issue could best be solved by a phone call; otherwise, the issue will be handled through the ticket system/remote support. IMPORTANT: Please Note: You will need to create an account by clicking sign up in the upper right hand corner prior to submitting your first ticket, and that account will need to be verified. Tickets from unverified accounts are sent to a Suspended folder that is only monitored 1-2 times per day. Direct phone calls […]

Weekly Training

Weekly Training Offered at No Charge! In addition to the two classes mentioned above, LSSP offers weekly training classes that users can register for any time, as many times, 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 too often. We urge everyone to sign up, as these classes are topic based depending on your level of access. Register any time at: http://www.lsspdocs.com/training-classes/ PinPoint User Training (Beginner) This kickoff to your PinPoint DMS training will cover simple, day-to-day functions of the system. Intended for the everyday user. Learn how to file documents, retrieve documents and markup documents with comments. In addition, learn how to set your own personal preferences within the system. Audience: All users of PinPoint Prerequisite class(es) 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. Learn the filing hierarchy and how to setup each level. Audience: Administrative users of PinPoint Prerequisite class(es) recommended: User Training (Beginner) PinPoint User Training (Advanced) This follow-up to the PinPoint User (Beginner) class will review and build upon basic functions of PinPoint, particularly focusing on the Fx action menu. Audience: All users of PinPoint Prerequisite class(es) recommended: PinPoint User (Beginner)  PinPoint Admin Training (Advanced) This follow-up to the PinPoint Admin (Beginner) class will review and build upon security, workflows, variable naming and retention settings. Audience: Administrative users of PinPoint Prerequisite class(es) recommended: PinPoint Admin (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 […]