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):
As you may already know, LSSP now has a new live chat with our customer support team. All users in your organization now have a button to click for immediate help, without having to find somebody in your organization to help them! The live chat support is for all existing customers and all new customers signing up will have this immediate support now, as well. The live support will be very simple: whether your question is on how to set up your structure, adding new documents, working with workflow, etc., all your questions will get answered immediately. We have hired on new staff to ensure that your questions are answered promptly. With the new live chat support, we will be eliminating the weekly Q&A classes, since all users will now have immediate, live chat support. Other beginner training classes will be offered monthly at no cost as they have always been. The live chat support can be accessed in the following ways: If you were not already using the logo in the top-left corner of your PinPoint database to direct a user to a web-page, we have updated the logo in your database to go directly to the live chat support. From the customer portal home page, there is a direct link to the live chat support.
Sorting (both ascending and descending) Users now have the ability to sort text fields on all screens where available. Metadata Sorting Users will have the ability to sort metadata text fields on the following screens: Manage Folders, Folder Details, Document View. New Workflow Screen Filters While using the Workflow screens, users can now filter by workflow task, content and document metadata. DocuSign Integration PinPoint integration with DocuSign will include the ability to send a document with a signature request and for ARIE to be able to retrieve documents upon completion and be automatically imported. Auto Form Filler ARIE will now be able to fill in a PDF form you have in PinPoint, based on document and folder metadata. In other words, when document metadata is filled in for a specific document or folder metadata is available, based on the setup, ARIE will know which field on the form belongs to which metadata field. PinPoint Desktop Assistant (Filing via ARIE or Drag & Drop) – COMING SOON, not available at v3.75 launch There will be an option to file documents into PinPoint via ARIE and/or direct Drag & Drop without having to be logged into PinPoint. You currently have this ability now, though to utilize ARIE outside of PinPoint, you would either must use Dropbox (cloud), or the ARIE Input folders created on your ARIE server (self-host). An invitation to participate in a beta test of the PinPoint Desktop Assistant will be sent out within a few weeks of the v3.75 release. Time-Saving Additions The system will remember the previous metadata filled in when adding multiple documents one at a time via the File Single Document screen. New Search Optimization – faster searching capabilities Workflow added to Gallery View & Content Search Users who are assigned workflow tasks will be able […]
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.
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!