PinPoint v4.0 Enhancements

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 onlydocument 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!

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