PinPoint 4.0 Training Now Posted!

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!

Forms


User Classes:

  1. 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.
  2. Fx Action Menu
    This user training class focuses on the individual functions within the Fx menu.
  3. User Workflow
    This is a user training class that focuses specifically on completing workflow.

Administrative Classes:

  1. 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.
  2. Workflow/Onboard Setup
    This is an administrative training that focuses specifically on managing workflow and onboarding.
  3. Security Setup
    This is an administrative training that focuses specifically on setting user and group security permissions.
  4. 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.
  5. Retention Setup
    This is an administrative training that focuses specifically on setting retention for documents.

About Errick Anthony

Professional in the field of document management. Background in English language/tech writing. Cheese Enthusiast!

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