PinPoint Document Management -- Version 4.0 Announcement

NAPERVILLE, Ill., Feb. 5, 2019 /PRNewswire/ -- PinPoint Document Management Version 4.0 will be released this month. Please take a look at some of the new enhancements listed below:

Document Handling

• Share Documents – users can share documents to PinPoint users or non-PinPoint users, with the ability to set an expiration date.
• New PDF Markup Tool – works with all browsers, not just Internet Explorer.
• Proximity Search – allowing the ability to capture information directly from the document without a template.
• Finalize Function – the ability to finalize a document so that changes cannot be made.
• Remove Hold – user who place the hold on the document can now remove the hold.
• Custom Retention Date – ability to set the specific retention date for an individual document.
• Quick Search in Toolbar – added toolbar to search for files by document name from any screen.
• Saved Searches – users can save custom searches on the Content Search screen.

Administrative Function Enhancements

• New Admin Mode – for admin functions only.
• Default Document Tab - ability to set a default document tab for document types.
• Default Document Type – ability to set a default document type for cabinets.
• Document Type Exclusion – restricts users from adding document types to incorrect folders.
• Deleting Folders – administrators can delete folders in bulk.
• Customized Broadcast – ability to set up to 3 different slider messages and links for your login screen.
• New Onboarding Feature – to have the system auto-track documents for new hires, etc.

Gallery View Enhancements

• Multiple Documents View – ability to view multiple documents at once.
• Add New Folders – ability to add new folders on the fly.
• Drag-and-drop in gallery - ability to drag documents directly into a folder or sub-divider.

Other System Enhancements

• Alerts/Notifications in Toolbar – shows overdue tasks, new tasks and messages.
• New Load Wheel – a loading wheel displays when the screen is loading or performing an action.
• New GUI – reduced screens and menu for quicker navigation.
• New Reporting – with one-button click to export to Excel, CSV, PDF

Workflow Enhancements

• Supervisor Workflow Reassignment – workflow tasks can be re-assigned by any supervisor of the workflow.
• Delayed Workflow – workflows can have a custom start date set at the File/Review screen, and that is the date the workflow begins for the document.
• New Decision Workflow – a decision workflow is a choice given to the user when he/she is assigned the task; the choice could be either to start a new workflow, or a different step in the current or another existing workflow.
• No-Document Workflow – a workflow can begin without a document being entered.
• Viewable Restriction during Workflow – setting to have documents only viewable to users within the active workflow.
• New Workflow Visual Report – this gives you the visual layout of the workflow (Visual Chart and Gantt Chart):

CM Enhancements

• Automatic Account/Contact Creation – system will create an account/contact from PinPoint folders.
• New CM Reporting – Accounts, Contacts, Summation, Opportunities, Tasks, Appointments

Article:
LSSP Corporation
Patrick Caruso
+1(630)948-3755
[email protected] 
http://www.lsspdocs.com

SOURCE LSSP Corporation

Related Links

http://www.lsspdocs.com

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