PinPoint Document Management
35 Bewertungen (4.5/5)
PinPoint is a cloud-based document management solution suitable for businesses of all sizes - from startups to enterprises. It can even be deployed and hosted on local servers in addition to LSSP Corporation's SaaS cloud.
Key features are automated document management, workflow management, document versioning, file searching, e-signature and more. Files can be drag and drop from multiple sources into a central location. Users can define document types and fields, even the screen names can be adjusted to match internal processes. Also built into the software is a CRM for contact tracking and management, as well as a mail-merge feature that allows for mass email creation, automatic filing and printing.
The software supports multiple languages and API integration with third-party applications. The solution is available on a per user per month subscription basis and offers support via phone and email.
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Application draft
Unterstützte Betriebssysteme:
Mac OS, Webbrowser (OS-agnostisch), Window 8
35 Bewertungen über PinPoint Document Management
Janice C.
10.3.2016
10.3.2016
Moved to PinPoint from eDrawer
Bedienkomfort
Bedienkomfort
Kundenbetreuung
I've been wanting to make some recommendations for changes in PinPoint, so thank you for this opportunity to do so! I have seen some great things come out of your company. Thank you for constantly improving on what you have created, and for giving us the opportunity to have a voice in those changes.
We started out with eDrawer and moved to PinPoint. Each software program has it's plus and minuses. We found PinPoint to be more user friendly. But, we liked the way eDrawer let us personally organize and view things better than PinPoint.
One feature that I would like to see implemented in PinPoint is the ability to export an entire Folder's documents together. Currently if I want to export a case (folder), I have to export one sub-divider at a time. I would like to be able to export the entire folder and have the documents separated into their sub-folders in the hierarchy. This would make for a clean and easily understandable export in one swoop.
Also, folks find it confusing when the document opens in a separate window. I would recommend that the document open in the same window, and when you click "save" or complete your workflow, it would take you back to the previous screen you were on (in that same window) and refresh that screen. If you want to open several documents and still leave that page (window) open, then you could hit "Control" when you open the document so that it opens in a new window.
Speaking of workflow, when folks click on the "workflow complete" button, they don't see the pop-up box to complete the action because they have to scroll up to see it. I would recommend either moving where you have the "workflow complete" button to the top of the screen (where the pop-up window appears), or have the pop-up window appear next to where the "workflow complete" button is at the bottom of the screen.
Thank you again for giving us the opportunity to let you know how your product works for us!
Antwort: LSSP 10.3.2016
Thank you for performing this review.
We will contact you as well as you can export an entire folder or case at one time already.
Nicole P. Branche: Computer-Software Mitarbeiteranzahl: 2-10 Mitarbeiter
19.1.2018
19.1.2018
helps with Document revisions
Bedienkomfort
Bedienkomfort
Funktionalität
Funktionalität
Preis-Leistungs-Verhältnis
Wert
Kundenbetreuung
helps with document management and online backups of important data files. 3rd party integrations are inbuilt and helps with adding more functionality and features.
Vorteile
PinPoint let us manage documents online and keep revisions. Versioning has been the great feature since we can recover to previous revisions easily. The documents can be shared and sync'd with various devices.
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