PinPoint

PinPoint

Electronic document management system with automatic filing

4.6/5 (52 reviews)

PinPoint Overview

PinPoint is an Electronic Document Management System available as a web-hosted SaaS or as an on-premise installation. Very much with an emphasis on the centralization of important business documents, accessible on any device, PinPoint is fundamentally an MS SQL database fronted by a browser-based interface. Documents are filed into the system automatically and stored in native file format, generating image previews as PDFs to accept any comments and markups. Files can be then be checked out to make more significant edits from within the native application, while authorized users can export documents at any time as required.

Batch processing streamlines capture and retrieval operations, with PinPoint automatically trawling through network folders to find and file documents. Paper or electronic forms can be manually scanned and imported, using intelligent features to determine where documents should reside based on content type or file metadata. Workflow is aided by notification emails and the ability to run “retrieval queries” to grab popular documents, while version controls ensure content is accurate and open to audit.

Pricing

Starting from
US$3,50/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish and 22 others, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai, Turkish, Ukrainian

PinPoint Reviews

Overall rating
4.6/5
96% positive reviews
34
Excellent
16
Very good
2
Average
0
Poor
0
Terrible
Gerry P.

PinPoint excellent price point1

Used Daily for 2+ years
Reviewed on 2019/06/25
Review Source: Capterra

We have over 1 million documents presently scanned in our 5 file rooms. With one particular file room we have made available to our Account Executives (remote applications) the prior days activity logs allowing them major time savings in locating data and the invariable "lost" document or "checked out" documents issues have vanished. Having the electronic documents gives them access any time of day or night and they never have to worry about where they can locate what they are need of for a client. The timeliness of retrieval is only upon their shoulders and not dependent upon anyone else.

Pros

Ease of installation, functionality, embedded feature rich tools. Excellent customer service and support! The speed with which the software is able to retrieve queries when using meta data searches. The capability to have the scanned documents OCR'd in the background speeds up processing. The various privacy levels which limit access to highly confidential data. The excellent price point for the software and the annual ongoing maintenance contracts. This feature rich software, for the price, is an amazing tool to have at your disposal to reduce the paper clutter that traditional filing cabinets require and that off-line storage area that is no longer required (major cost savings)

Cons

I cannot think of any! We have had such great success with the product.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Kamran Q.

PinPoint Document Management System

Used Daily for 2+ years
Reviewed on 2019/07/12
Review Source: Capterra

Overall my experience with Pinpoint is a positive one and I would recommend it to anyone with an extensive filing database that requires consistent activity.

Pros

Pinpoint is a great system for managing documents. Its filing system and searchable pdf feature make it easy to track down old docs in our archives. Uploading and updating new docs is simple and fast. There are helpful dashboards that make navigating Pinpoint on a daily basis stress-free.

Cons

My biggest complaint with pinpoint is actually that it has too many features. There are several for which our office has no need, but the options can’t be toggled off so they clutter the search fields, the upload window, and the gallery view.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Janice C.

Moved to PinPoint from eDrawer

Reviewed on 2016/03/10
Review Source: Capterra

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!

Response from LSSP

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.

Rating breakdown

Ease of Use
Customer Support

Ed D.

Easy to use

Used Daily for 2+ years
Reviewed on 2019/06/25
Review Source: Capterra

End users have been very happy.

Pros

I like how they have updated this over the years. Like the training access. Support is always helpful and gives us instructions on documentation as well.

Cons

Not any cons was happy when we migrated from the server version to the cloud.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jill A.

Rough Start

Used Daily for 1+ year
Reviewed on 2019/06/26
Review Source: Capterra

We struggled a lot getting PinPoint set-up. There needs to be a manual showing how to use ARIE and load documents. We had not realized the font size affected how well ARIE sorted the documents. Despite our struggles, we now can run and use PinPoint seamlessly and it works for our firm very well.

Pros

I like the customization of how to name and index documents. My one-on-one training sessions with our PinPoint representative have been extremely helpful.

Cons

I think from the admin's perspective, it is very difficult to set-up and customize. Visually when setting up permissions, it is not very user friendly. Although the paid trainings with PinPoint representatives are VERY helpful, the free online information is NOT that helpful at all.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

6.0/10

PinPoint Pricing

Starting from
US$3,50/month
Pricing options
Free Trial
Subscription
Value for money

Contact for free trial and full pricing information.

PinPoint Features

  • API
  • Access Control
  • Automatic Notifications
  • Document Storage

  • Activity Dashboard
  • Activity Tracking
  • Chat
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Communication Management
  • Customizable Branding
  • Document Management
  • Drag & Drop Interface
  • File Management
  • Permission Management
  • Projections
  • SSL Security
  • Search Functionality
  • Third Party Integration

Additional information for PinPoint

Key features of PinPoint

  • Automatic workflow notifications for driving staff tasks
  • Based on MS SQL database
  • Batch processing with ability to split and merge documents
  • Built-in forms processing features
  • Centralize documents by storing in a single place
  • Content and Metadata search to locate documents and files
  • Creates viewable document images in PDF format
  • Files documents autonatically based on type and metadata
  • Give different users certain access to folders and documents
  • Makes documents accessible across platforms and devices
  • Manage tasks timely using built-in Workflow Management tools
  • Meets DOD, HIPAA, OSHA, SOX, FACTA, FDA and SEC standards
  • PinPoint can be accessed from all smartphones and browsers
  • Retrieve information and files with "Relative Queries"
  • Version controls and roll back options

Benefits

  • PinPoint promises a secure, compliant electronic document management system accessible from any browser-equipped device and deployable online or on-premise.
  • Organized within an MS SQL database, digital documents are found and filed automatically or paper-based versions manually scanned and tagged for quick retrieval.
  • Built-in versioning controls ensure changes can be tracked and rolled back, while user access levels and rights privileges can be defined to avoid unauthorized edits.
  • Split and merge documents with batch processing, create information packets with cover pages and contents and provide client access via a restricted viewing portal.
  • PinPoint integrates with Slaesforce, Salesforce, Google Drive, QuickBooks and more, using a built-in sweeper application to route documents directly without intervention. Full API included
  • PinPoint FAQs

    Below are some frequently asked questions for PinPoint.

    Q. What type of pricing plans does PinPoint offer?

    PinPoint offers the following pricing plans:

    Starting from: US$3,50/month

    Pricing model: Subscription

    Free Trial: Available

    Contact for free trial and full pricing information.

    Q. What are the main features of PinPoint?

    PinPoint offers the following features:

    • Automatic workflow notifications for driving staff tasks
    • Based on MS SQL database
    • Batch processing with ability to split and merge documents
    • Built-in forms processing features
    • Centralize documents by storing in a single place
    • Content and Metadata search to locate documents and files
    • Creates viewable document images in PDF format
    • Files documents autonatically based on type and metadata
    • Give different users certain access to folders and documents
    • Makes documents accessible across platforms and devices
    • Manage tasks timely using built-in Workflow Management tools
    • Meets DOD, HIPAA, OSHA, SOX, FACTA, FDA and SEC standards
    • PinPoint can be accessed from all smartphones and browsers
    • Retrieve information and files with "Relative Queries"
    • Version controls and roll back options

    Q. Who are the typical users of PinPoint?

    PinPoint has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does PinPoint support?

    PinPoint supports the following languages:

    Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai, Turkish, Ukrainian

    Q. What type of pricing plans does PinPoint offer?

    PinPoint has the following pricing plans:

    Subscription

    Q. Does PinPoint support mobile devices?

    We do not have any information about what devices PinPoint supports

    Q. What other apps does PinPoint integrate with?

    PinPoint integrates with the following applications:

    DocuSign, Dropbox, Google Drive, Microsoft OneDrive, QuickBooks, Salesforce App Cloud, SharePoint

    Q. What level of support does PinPoint offer?

    PinPoint offers the following support options:

    Knowledge Base, Online Support, Phone Support, Video Tutorials