PinPoint 4.0 Training Now Posted! | PinPoint Electronic Document Management

In addition to the self-paced training videos and guides, as well as the live chat support found at the customer portal, LSSP offers weekly training classes that users can register for any time, at no 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 the PinPoint customer portal! User Classes: User Beginner Training This kickoff to your PinPoint 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. Fx Action Menu This user training class focuses on the individual functions within the Fx menu. User Workflow This is a user training class that focuses specifically on completing workflow. Administrative Classes: Admin Beginner Training 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. Workflow/Onboard Setup This is an administrative training that focuses specifically on managing workflow and onboarding. Security Setup This is an administrative training that focuses specifically on setting user and group security permissions. ARIE Setup This advanced class will discuss the setup and use of ARIE, PinPoint’s automated filing feature. Learn the different types of filing, how to create a distribution rule, and which ARIE filing function(s) works best for your organization. Retention Setup This is an administrative training that focuses specifically on setting […]

Technical Support | PinPoint Electronic Document Management

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 | PinPoint Electronic Document Management

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 […]