![]() When viewing pages have to scroll up and down and across to see the pages. Would prefer to not have to go through DropBox for the pick up the file feature. You can tell the person that writes it definitely knows the system but there are assumptions. Need hierarchically step by step instructions with pictures. Once you know the options it is easier We like the video training. We have to pick a process and train others. It makes the system definitely flexible but makes it difficult to train. It is good and bad to have options on how to do the same thing multiple ways. PROSĪbility to look for a file once already in the system. We are able to provide a thumb drive with the requested information. We also have from time to time auditors come in from the State or we turn files into the court. We are storing client files primarily on the system. Thank you again for giving us the opportunity to let you know how your product works for us! ![]() 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. 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. 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. 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. Also, folks find it confusing when the document opens in a separate window. This would make for a clean and easily understandable export in one swoop. ![]() I would like to be able to export the entire folder and have the documents separated into their sub-folders in the hierarchy. Currently if I want to export a case (folder), I have to export one sub-divider at a time. One feature that I would like to see implemented in PinPoint is the ability to export an entire Folder's documents together. But, we liked the way eDrawer let us personally organize and view things better than PinPoint. We found PinPoint to be more user friendly. Each software program has it's plus and minuses. We started out with eDrawer and moved to PinPoint. Thank you for constantly improving on what you have created, and for giving us the opportunity to have a voice in those changes. 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. I cannot think of any! We have had such great success with the product. 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 The excellent price point for the software and the annual ongoing maintenance contracts. The various privacy levels which limit access to highly confidential data. The capability to have the scanned documents OCR'd in the background speeds up processing. Excellent customer service and support! The speed with which the software is able to retrieve queries when using meta data searches. PROSĮase of installation, functionality, embedded feature rich tools. The timeliness of retrieval is only upon their shoulders and not dependent upon anyone else. 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. 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. We have over 1 million documents presently scanned in our 5 file rooms. ![]()
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