Here are the results from the enhancement survey. They are numbered in how they ranked based on your vote, starting with the highest ranked at number 1 The ability to use a customized “indicator word/phrase” instead of BULKMR to indicate a page break when using ARIE Multiple to import files. Simplify the creation and use of retention, including mass selection of a Cabinet or Folder for one retention. Bar code capability. Allow rearrangement of the Cabinet Field Names in Cabinet Setup. Creating Folders on the fly using distribution rules and a predefined template. Simplify syncing email with PinPoint. Simplify moving of documents from one fileroom to another. Simplify the editing of folders within a Cabinet. Ability to have a document in more than one folder without having to duplicate it. Subdividers on the folder level. Ability to retain your selected filter on a search screen. Simplify deleting subdividers within a Cabinet. A universal PDF viewer that doesn’t require either Chrome or Internet Explorer- allowing me to edit/sign PDFs once uploaded to PinPoint. Having more global search capabilities (being able to use any item to search at any time). Having nested folders (subfolders). Being able to use keyboard shortcuts such as “enter”, etc. Reducing the need to scroll to find your place again once you close a pop-up window (e.g. when using Drag & Drop). A preview pane so that when looking at a file in the folder you can see it without having to open it. We will be announcing the new enhancement release dates in an upcoming blog post on our website so be on the look-out!
LSSP is announcing our new and complete, built-in CRM coming in May! A CRM is an app that helps you manage interactions with current and prospective customers. With a built-in CRM, you 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 you 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 customers, vendors, employee 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. There is no added charge for this new, built-in application. Please also keep in mind that this CRM is not only for contacts, but for any entity. For example, a connection (Contact) can be an Employee or a Vendor, or even a Project /Job. The new module can be used for case management as well. Activities can be notes, meetings, calls, emails and more, including full trails of all the details. Set emails to be sent out to others at future dates with the email automation for reminders or campaigns. Opportunity tracking is built-in as well for those using this for clients. At the end of April, we will be showing an overview of this powerful new tool for you through webinar presentations. Please be on the look out for those future classes at our weekly training […]
Tips & Tricks Filter by multiple folder fields from the Folder Details locating screen: Menu>Locating>Folder Details Choose the Cabinet you would like to open, then click Search. Fill in as many folder fields as you need to filter for the specific folder(s) you are looking for. Click Search above once ready to filter. Administrators can now use the ARIE Folder Load function internally through the Manage Folders screen under the Setup menu (Cloud Only): Menu>Admin>Setup>Manage Folders Select the Cabinet you would like to load folders to. Click Upload Folders to load in the spreadsheet you prepared for the ARIE Folder Load. For more information on how to get your spreadsheet ready for the folder load, please see our ARIE Folder Load page in the PinPoint online manual. Perform Multi-Fx Action Requests: On every locating screen there is an Fx action menu. Users can perform single document actions by clicking on the Fx button in the same column as a document, or can select multiple documents on a page and use the multiple Fx action button (the one located by itself above the “Action” button) to perform an action on multiple documents at once. For more information on the various Fx actions, including short videos, please visit the Fx Action Menu page in our online manual.
PinPoint 2.997F Enhancements Internal ARIE Folder Load (Manage Folders) – Administrators can load in a CSV directly within PinPoint to have ARIE process a bulk folder load. Multi-Field Search – Users can run a multi-field search from various screens in PinPoint. Zonal Capture (Distribution Rules) – This allows for administrators to set a specific location for ARIE to look for when using a distribution rule. Column Sorting – Users can now sort by specific fields from the various locating screens and in the My Workflow screen.
2.997 Enhancement List User Icons – added to lists like audit logs, etc. Default User Avatars – for those who have not added their own photo, photos can be in your user profile screen (Click “Welcome xxx” in the top right-hand corner of PinPoint). Scanning support for MS Edge – scan directly using Edge Multiple ARIE Request – this function gives users the ability to request an ARIE process for multiple documents at once. This function can be found in the group FX action menu. Workflow History – located in the FX action menu, found on any search screen, users can look up a complete life cycle report on the document’s workflow history. Document Hold: The Document Hold function is now replacing the Document Finalize function. To place a “Hold” on a document means all users are restricted from making any changes to that document into the “Hold” is lifted. Administrators can also put a “Hold” on all documents last modified by a specific user. Mass ‘Tag’ Function – the ability to assign any of your “Tags” to multiple documents at once. This is a function added to the group FX action menu, located on any search screen. Document Discussion – this will give users a way to communicate/correspond with one another on individual documents. Located in the FX action menu from any search screen.