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
208751@email4pr.com
http://www.lsspdocs.com

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SOURCE LSSP Corporation