Municipal Document Management | PinPoint Electronic Document Management

A Municipal Document Management Software that will improve daily business procedures for any size government agency.

Using PinPoint Municipal Document Management, you can eliminate unnecessary costs associated with the management of your critical information with one centralized program. Assemble and update agenda packets instantly with automated approval.

Using Workflow, you can track all actions for the processing of contracts with a built-in audit trail log, along with a complete document life cycle overview. When workflow tasks are assigned, the system will notify you and other staff when action is needed. Built-in forms processing is built-in to the system as well for filling and filing forms. Built-in On-Boarding can notify you of missing files needed for new agreements or other transactions.

PinPoint integrates with all other business applications, including those found in Microsoft Office to securely store all confidential materials.  PinPoint was built to make your staff’s everyday tasks as simple as possible, allowing you to save money and resources.

Program Keypoints

  • Automatically build Board Meeting Books with automatic page numbering and TOC
  • File directly from MS Office Suite
  • Built-in automation to file critical documents, with easy retrieval of information
  • Easy access to information with a centralized document management repository
  • Workflow and reminders to insure completion on-time
  • Automatically versions all files with update without human intervention
  • Improved QA tools to organize your city’s documents safely and securely
  • Easily file documents from within your business applications
  • Version control and history tracking
  • Store any type of files with full security and history trail
  • Simplify file search efforts including full text content and metadata
  • Easily file emails and their attachments with one click from Outlook
  • Easy to use look-up screens to retrieve Permits and Parcels
  • Drag and drop any file type to your property, vendors, employee, etc.
  • Definable ways to classify, describe and organize files
  • Check-In/Check-Out with version management
  • Client Portal enables Web access to documents for external parties. Residents can fill out forms directly into your PinPoint Document Management Software

Additional Resources

  • Project Manager assigned to your organization for One-On-One implementation
  • System is defined to match all your information elements you need for each area
  • Load your previous electronic files automatically with full search ability
  • Automatically updates to new versions of the software
  • On-going support & training always.  We do NOT outsource, so you are always working with a PinPoint Document Management Project Manager
  • Ability to quickly send documents for signatures and seamless retrieval
  • Integrate with QuickBooks, Great Plains, Sales Force, Sharepoint, MS Office, OneDrive
  • Access from any location using any device
  • Audit log reporting for complete compliance
  • Complete API as well for use if needed