PinPoint Training Classes

Choose the training class you would like to attend below, then click to register. You will then be taken to a registration page where you can select from multiple time slots for each class. Though you can only sign up for one time slot per click, please feel free to register for multiple time slots if you would like to. There is no limit to how many training classes you attend.


PinPoint Weekly Training Classes:

  1. User Beginner:
    • This training covers the basic functions in PinPoint, including how to navigate your fileroom, as well as how to search and add documents – Register
  2. User Advanced (Document Handling):
    • This training covers the advanced functions in PinPoint, including how to use the Fx functions – Register
  3. Admin Beginner:
    • This training covers the basic admin functions in PinPoint, including how to setup your cabinet structures, document types, and user security  – Register
  4. Admin Advanced:
    • This training covers the advanced admin functions in PinPoint, including how to setup document retentions, forms, templates and proximity searches for metadata capture, document onboarding, and document naming conventions  – Register
  5. ARIE:
    • This training covers the ARIE automated filing functions in PinPoint – Register
  6. Workflow:
    • This training covers how to create and assign workflows in PinPoint  – Register