PinPoint 2.96 Enhancement List | PinPoint Electronic Document Management

PinPoint 2.96 Enhancements Administrative Changes: Reporting for management and statistical analysis (Library of reports will continue to grow). New Menu bar moved to the top of the screen, to open up space (No more drop down menu on the left). Unknown new station (IP address) will need to pass security question for access. Admin user can remove logically deleted documents and folders. When users file documents into PinPoint, whether manually or through ARIE, you now have the ability to set up Administrative Rules to name the document by using variable naming of files via Document Type setup. Improved Dashboard with matching color skins. New Setup option for administrators to pick and click to create entire new cabinets, document types, and more instantly. Live support Chat built right in for users quick access. Load Folders added to ARIE: take a simple Excel spreadsheet and load into PinPoint as new folders automatically. User Changes: Share will replace the word Export. Launch from file review screen – This way you can launch to perform a quick export right from the view screen. – Launches Native document. New View and File Screen – Allows document view at the same level as the file information, rather than below. Pagination included to view 10, 15, 25, 50, 75, 100, 150, 200, or 250 items on one screen. Ability to set user favorites screens for quick access. Favorite screens to include Favorite Home, Favorite Search, Favorite Filing, and Favorite Dashboard (classic or express). Ability to set Default cabinet, folder, subdivider, and/or document type that documents are filed into. This is very time-saving, as the user can set all of their favorite buttons and even drill-down automatically upon opening. New Express View added with date range, OCR, meta data, and document type search included in one click. Function […]

Moving Toward an EDMS | PinPoint Electronic Document Management

Moving toward an EDMS can sometimes be intimidating to staff, due to the fact that change can be a difficult issue to deal with. Finding the right vendor that will allow you to work together with an EDMS specialist and build the infrastructure of your system based on your organization’s needs can be one of the most important building blocks in the success of your organization’s EDMS. With PinPoint, you will have someone with you every step of the way. You will be assigned your very own Project Manager who is responsible for training your staff, providing feedback, and assisting to build an infrastructure that accomplishes your business needs. In addition, your project manager is available to answer any questions at any time. With total organization and independence to retrieve, file and submit documents, you will improve cash flow as well as decision-driven staff, enabling a more compliant and efficient organization. PinPoint is playing a vital role in helping companies of all sizes save money and continues to improve productivity by managing the storage, organization and retrieval of relevant information through a simple user interface. PinPoint Document Management: Total Integration: Integration with all other applications Direct importing and exporting of Documents Route documents from your applications directly to our integrated solution without printing and scanning Built-in sweeper application running 24×7 with batch off-hours processing, and OCR over 400 file types XML, MS Access, CSV Importation Automatic search and locate from Other applications  PinPoint integrates with, but is not limited to: Dropbox Salesforce Google Drive OneDrive SharePoint QuickBooks GP Dynamics Adobe Create Suite AutoCAD by Errick Anthony


Add to Dropbox via iOS Apps | PinPoint Electronic Document Management

For PinPoint users on the Cloud, there are numerous ways to add files into your Dropbox folders that are swept up by ARIE on an iOS device through mobile scanner apps. Using the Dropbox app on the iTunes store, you can add documents to your Multiple, Single, Native, Direct, Named, and Batch folders. Click on the Upload button to add anything from a photo stream (take a picture of a document and add to the folder of your choosing. Beyond the Dropbox app, there are numerous options available that add additional features that Dropbox does not provide. Scanner apps have features such as adjusting keystone to ensure a clean, rectangular document, enhancements to make sure a document is readable, and multiple file formats. If a file is placed into a Dropbox folder that ARIE is sweeping, the file will be brought into PinPoint. With plenty of options out there to accomplish that task, you can choose an app that works best for your needs. Droid users: nothing to worry about – Dropbox is available on the Google Play App Store, and there are scanner apps out there for you as well. by Pat Caruso

Make Going Paperless a Top Priority | PinPoint Electronic Document Management

As a top priority, we want to make sure you are completely satisfied with what you are getting. Some of the main things you want to look for in a Document Management System are as follows: Security Control Integration Complete Document Control and Management Version Control OCR Automation PinPoint allows you to set security rights at the Cabinet (folder) and Document levels. You can give different users certain access to folders and documents based on their role. PinPoint also integrates with all Microsoft Office products, as wells as with Active Directory.This makes it easy for you to integrate PinPoint with the programs you already use. You can access everything in your database from any location using any device, all based on the security you, as the user, have. You also have the ability to add versions of documents, and have the option of replacing the original or saving multiple versions. There is a built in comments & mark-up tool that allows you to add/edit documents using items such as sticky notes, labels, highlights, and electronic signatures. You have the ability to run from your own server, as our platform runs on Microsoft SQL 2008 or greater. As for Automatic Archiving, PinPoint has a built-in Archive engine and has the ability to set workflows and retentions on specific documents. With a built-in OCR engine, you can split and merge documents, even file directly from your network scanners. PinPoint’s automatic sweeper application (ARIE) allows you to file documents automatically, based on either the content of a document, or from the metadata you have selected. by Errick Anthony


How Does PinPoint Help My Business? | PinPoint Electronic Document Management

Through Pinpoint, your company will have the ability to define fields and types of documents, even change screen field names without programming to match your organizational procedures. PinPoint also supports multiple languages for a multi-lingual organization. Allow clients to view only what you allow them to or do not allow any outside access, it is all defined by your organization. Built-in mail merge with our word processor allows quick and mass emails, filing into our database, or printing paper or electronic files. PinPoint is easy to use and easy to set up with full security settings and rights, with content, version, workflow, retention and forms management all built-in. Built-in Multi-Document processing in batches to file automatically.With total organization and independence to retrieve, file and submit documents and files will improve cash flow as well as decision-driven staff, enabling a compliant and efficient organization. Our business solutions are playing a vital role in helping companies of all sizes save money and continues to improve productivity by managing the storage, organization and retrieval of relevant information through a simple desktop interface. PinPoint Includes: We remote in and install the application (unless you would rather) A “Core Business” kick-off meeting so your assigned project manager can set up the “Skeleton” system the way you want it. (You can also do this yourself, but normally we will load this infrastructure based on what comes out of the “Kick-Off” meeting) Training – 3 classes (about 1 hour each) Administration – This is where you will see the layout the way you have requested, and at that point from then on, you can add, change, or delete whatever you would like. A.R.I.E. – This is also an administrative class, and trains you on how to set up the business rules, allowing the system to file documents and […]