DocFinity

DocFinity

Optical Image Technology
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About

DocFinity is high-powered, next-generation Enterprise Content Management, Business Process Management, Workflow, and Records Management software. Enhance document management and business process requirements with self-service efficiency in a range of markets for accounts payable, accounts receivable, contract management, customer service, human resources, legal and IT system administration. Scan, upload, import, store and index documents, audio, video, and other content files with flexible, user-friendly search and retrieval. Make data or specific functions accessible for third-party users through intuitive gateways styled to match your company’s brand. Use drag-and-drop workflow design and digital routing to standardize movement of data to people and systems, while eliminating error-prone repetition. Connect related documents and data within business applications of all types, including Web Service APIs and Microsoft Office.

About

PinPoint DMS allows you and your staff to access files and data from anywhere in the world. Running on all platforms including MAC and mobile devices, PinPoint includes built-in tools for Workflow Management, Records Management, Onboarding, Publishing, Versioning, and full Content Search. The system can also automatically file documents without any human intervention. For over 19 years, PinPoint DMS has been enhancing our features that our competitors are just beginning to add. Find out how our document management software can help your organization go completely paperless!

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Businesses seeking a next-generation enterprise content management solution

Audience

All Types of Businesses and Departments

Support

Phone Support Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

Ranges from $1 to $20 a month per user
The more user licenses, the less cost per user. Smallest system starts at 3 users and can go to an unlimited number of users.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.9 / 5
ease 4.7 / 5
features 4.8 / 5
design 4.6 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • I like that the tool is very secure and that it makes document management and collaboration seamless. It is very secure and comes with sufficient cloud storage. What's more the software is easy to scale, manage and customize.
  • Throughout the years, Pinpoint has gotten even better. They are regularly updating it with new features that were either requested by their customers or developed by themselves to improve their product. We specifically love their in-depth search feature due to an exceptional OCR function. This helps us to search the details of a documents successfully. Additionally, since we are cloud based, we can access Pinpoint wherever we are located. Their customer service is top notch. If we have any questions about how to do something, our project manager will give us steps to figure out how to implement the task correctly. Sometimes there might be a technical issue that needs to be resolved. Their technical support is efficient and the issue will be fixed within an hour of submitting a ticket.
  • 1. Easily assessible 2. Drag and drop technology 3. There are no unnecessary features that you have to sit and wonder about, everything that is on there, you can use.
  • We have been so impressed with this company and the ease of the product. The staff is always there to help us and willing to consider any suggestions we make. We wish all of the vendors we deal with were as good. Moving from another document management software to PinPoint is one of the best things we have done so far.
  • PinPoint lets me drag and drop any kind of file into its automated filing system and then make changes without having to leave their site. It has made me more efficient and feel good that everything is in the same place.

Cons

  • With such an effective document manager, I cannot afford to complain. It is a very effective solution for business.
  • We have no cons for Pinpoint. We highly recommend them.
  • The price is slightly on the steep end but is comparable to other programs of the same stature.
  • I do not really have anything to list at this point.
  • I've had a good experience so far. No complaints to report.

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Optical Image Technology
Founded: 1986
www.docfinity.com

Company Information

LSSP Corporation
Founded: 2001
United States
lsspdocs.com

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Categories

Categories

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

Business Process Management Features

Access Controls / Permissions Not Supported
Alerts / Notifications Not Supported
Business Process Automation Not Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Not Supported
Process Mapping Not Supported
Process Modeling & Design Supported
Visual Workflow Management Not Supported

Content Management Features

Audio Content Supported
Customizable Templates Supported
Document Indexing Supported
E-forms Supported
Full Text Search Supported
Image Editor Supported
SEO Management Not Supported
Text Editor Supported
Version Control Supported
Video Content Supported
Website Management Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

Archiving Features

Access Control Supported
Data Deduplication Not Supported
Document Management Supported
eDiscovery Not Supported
Email Archiving Supported
Multimedia Archiving Not Supported
Retention Management Supported
Storage Management Supported
Version Control Supported
Web Archiving Not Supported

Collaboration Features

Brainstorming Supported
Calendar Management Not Supported
Chat / Messaging Not Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Supported

Document Control Features

Archiving & Retention Supported
Automated Routing Supported
Change Management Supported
Compliance Management Supported
Electronic Signature Supported
Escalation Management Supported
Periodic Review Supported
Version Control Supported

Document Version Control Features

Access Controls/Permissions Supported
Approval Process Control Supported
Archiving & Retention Supported
Audit Trail Supported
Commenting / Notes Supported
Document Check-in / Check-out Supported
For Engineering Documents Supported
Revision History Supported
Version Comparison Supported
Version Rollback Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Supported
Encryption Supported
File Synchronization Not Supported
Search Supported
User Management Supported
Version Control Supported
Workflow Management Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Not Supported
Configurable Workflow Supported
Customizable Dashboard Not Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Not Supported
Workflow Configuration Supported

Integrations

Microsoft 365 Supported
Docusign Not Supported
Ellucian Banner Not Supported
Google Drive Not Supported
Microsoft OneDrive Not Supported
Microsoft SharePoint Supported
QuickBooks Online Not Supported
Salesforce Not Supported

Integrations

Microsoft 365 Supported
Docusign Supported
Ellucian Banner Supported
Google Drive Supported
Microsoft OneDrive Supported
Microsoft SharePoint Not Supported
QuickBooks Online Supported
Salesforce Supported
Claim DocFinity and update features and information
Claim DocFinity and update features and information
Claim PinPoint Document Management System and update features and information
Claim PinPoint Document Management System and update features and information