Document Management Tips & Tricks | PinPoint Electronic Document Management

 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.
      Multi-Field 1
      Multi-Field 2


  • 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.upload folders


  • 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.
      Fx Menu

About Errick Anthony

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