PinPoint v4.0 Enhancements

We are excited to announce that PinPoint v4.0 will be released very soon! Please review some of the new enhancements coming below. New System Enhancements: Share Documents – users can now share documents to PinPoint users or non-PinPoint users, with the ability to set an expiration date Alerts/Notifications in Toolbar – shows overdue tasks, new tasks and messages Saved Searches – users will be able to save custom searches on the Content Search New Reporting – with one-button click to export to Excel, CSV, PDF New Markup Tool – works with all browsers, not just Internet Explorer New GUI – reduced screens and menu for quicker navigation Document Type Exclusion – restricts users from adding document types to incorrect folders Proximity Search – allowing the ability to capture information directly from the document without a template New Onboarding Feature – to have the system auto-track documents for new hires, etc. Quick Search in Toolbar – added toolbar to search for files by document name from any screen you are on New Admin Mode – for admin functions only Workflow Enhancements: Supervisor Workflow Reassignment – workflow tasks can be re-assigned by any Supervisor of the workflow Delayed Workflow – workflows can have a custom start date placed at the File/Review screen, and that is the date the workflow begins for the document New Decision Workflow – a decision workflow can only be a choice, the choice should be either a new workflow or a different step in the workflow No-Document Workflow – a workflow can begin without a document being entered Viewable Restriction during Workflow – setting to have documents only viewable to users within the active workflow New Workflow Visual Report – this gives you the visual layout of the workflow (Ganntt Chart):