PinPoint v4.0 Enhancements

document management system

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

    document management system

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):
    document management system

 

 

About Errick Anthony

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

Leave a Reply

Your email address will not be published.