Retail Document Management

Retail Document Management

PinPoint Retail Document Management enables any size firm access their case files from anywhere in the world.
Integrated with the Microsoft Suite, include MS Outlook and your email.  Files can be electronically signed by
both staff and clients.  Workflow are both built-in features of the PinPoint Retail Document Management System.
Built To make your every day task as simple as possible, allowing you to save resources and time. Mobility to be in the store,
be at home, or even on the go. Let us show you why your business would succeed further using PinPoint Retail Document Management Systems.

Highlights:

  • Built-in automation to file critical documents, with easy retrieval of information.
  • PinPoint delivers easy access to vendor information with a centralized document management repository.
  • Improved QA tools to organize your organization’s documents safely and securely.
  • Easily file documents from within your business applications.
  • 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 look-up screens to locate important data.
  • Drag and drop any file type to your vendor 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.Retail Document Management

Included:

  • Installation assisted 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!