Credit Union Document Management

 Credit Union Document Management

Pinpoint allows your business to take your document storage system from either physical or virtual to your own self-hosted or cloud client safe and easily. Business end up wasting a huge amount of resources every year storing documents that could of easily been turned into money saved with PinPoint Credit Union Document Management. It’s hard for us to see businesses use too many payroll hours sorting their document management but don’t worry, let us show you why PinPoint is your answer.


Highlights:

  • Built-in automation to file critical documents, with easy retrieval of information.
  • PinPoint delivers easy access to information with a centralized document management repository.
  • Improved QA tools to organize your Credit Union documents safely and securely.
  • Easily file documents from within your business applications.Credit Union Document Management
  • Version control and history tracking.
  • Store any type of file for your folders, including video and audio.
  • Simplify file search efforts including full text content and metadata.
  • Easily file emails and their attachments with one click from Outlook.
  • Easy to use lookup screens to identify important data.
  • Drag and drop any file type to your folders.
  • Definable ways to classify, describe and organize documents.
  • Ability to reference files to multiple folders.
  • Check-In/Check-Out with version management.
  • Portal level security to enable Web access to documents for external parties.

Included:

  • Installation performed by LSSP Corporation with your staff
  • A “Core Business” kick-off meeting to establish your infrastructure
  • Help with exporting your infrastructure
  • Updates to new versions of the software automatically
  • On-going support
  • Training – Live and offered monthly
  • Integrate with QuickBooks, Great Plains, Sharepoint, MS Office, OneDrive
  • Access from any location using any device
  • Complete Document Control
  • Built-in Workflow
  • Audit Log Reports
  • Check-in and Check-out
  • Versioning
  • Content Search
  • Complete API and WebService

Schedule a Demo With Us Today!