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.
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.
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)
I cannot think of any! We have had such great success with the product.
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.
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.
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.
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!
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.
End users have been very happy.
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.
Not any cons was happy when we migrated from the server version to the cloud.
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.
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.
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.
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Below are some frequently asked questions for PinPoint.
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.
PinPoint offers the following features:
PinPoint has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
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
PinPoint has the following pricing plans:
We do not have any information about what devices PinPoint supports
PinPoint integrates with the following applications:
DocuSign, Dropbox, Google Drive, Microsoft OneDrive, QuickBooks, Salesforce App Cloud, SharePoint
PinPoint offers the following support options:
Knowledge Base, Online Support, Phone Support, Video Tutorials