PinPoint

PinPoint

Electronic document management system with automatic filing

4.5/5 (36 reviews)

PinPoint Overview

PinPoint is an Electronic Document Management System available as a web-hosted SaaS or as an on-premise Windows Server 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

United States

Supported Languages

English

PinPoint Reviews

Overall rating
4.5/5
94% positive reviews
22
Excellent
12
Very good
2
Average
0
Poor
0
Terrible
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

PinPoint - The real EDMS

Used Daily for 2+ years
Reviewed on 2019/04/10
Review Source: Capterra

Amazing people at LSSP, supportive and quick to respond. I use the EDMS daily for my company documents.

Pros

It's a fully featured EDMS with Digital + Electronic Signatures + PDF Forms support. It can also read and extract text from PDF Files if configured. It is completely web-based and you can scan images directly into your web browser and save. They keep bugs away from their product and customer service is fast and on point with website chat feature to ticket submission.

Cons

Haven't found any yet. Still looking for last 3 years.

Response from LSSP

Thank you for the kind review.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Nicole P.

helps with Document revisions

Used Daily for 1+ year
Reviewed on 2018/01/19
Review Source: SoftwareAdvice

helps with document management and online backups of important data files. 3rd party integrations are inbuilt and helps with adding more functionality and features.

Pros

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Dave H.

Migrated from eDrawer to cloud based Pinpoint

Reviewed on 2016/03/09
Review Source: Capterra

Pros -
1. cloud has always been up when I needed access to my documents
2. integration with drop box is easy
3. always on the latest version - no patches or upgrades needed
4. Excellent response time to locate and view documents

Cons
1. No way to reorder the columns based on a users preference
if not using a field(doc status), cannot move to far right and allow the meta data fields you need to be in main area of screen.
2. cannot hide column (like doc#) - since it is of no use to a user
3. cannot sort a column - ascending or descending
4. after a migration - folders are not in alphabetical order
5. some screens are full of many functions (powerful) but also too much for some users.
(provide some user preference settings to simply user interface )
6. moving a doc from one folder to another - should keep current divider as default, instead of making user reselect divider
7. if using the NAMED dropbox folder, no easy way to copy this prefix from the pinpoint display

Response from LSSP

Thank you for your comment and feedback.
we will keep those on the list for review at next enhancement set.

Rating breakdown

Ease of Use
Customer Support

Valerie S.

Good document management system - very user-friendly

Reviewed on 2014/10/13
Review Source: SoftwareAdvice

Pros

The product is easy to use once it is set up to your specific needs. The customer service at LSSP has been fantastic. They respond quickly and provide personal attention and dedication to solve any problems encountered.

Cons

This is very specific, but when you go to search on certain screens, the system doesn't allow you to just click the back arrow to return to the search screen. You have to go through a couple of steps from the main menu to get back to the search screen. Also, the way the alphabetical folders show on the screen is a little backwards.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

9.0/10

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 Dropbox, Salesforce, Google Drive, QuickBooks and more, using a built-in sweeper application to route documents directly without intervention.
  • 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:

    English

    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