+
+

Related Products

  • ONLYOFFICE Docs
    715 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Bryt Software
    19 Ratings
    Visit Website
  • Mortgage Automator
    198 Ratings
    Visit Website
  • SBS Banking Platform
    29 Ratings
  • Apryse PDF SDK
    157 Ratings
    Visit Website
  • UnForm
    19 Ratings
    Visit Website
  • Foxit Document Workflow APIs
    7 Ratings
    Visit Website
  • Nutrient SDK
    111 Ratings
    Visit Website
  • Titan
    376 Ratings
    Visit Website

About

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professionals and teams of all sizes, across industries

Audience

All Types of Businesses and Departments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$829/mo
Free Version
Free Trial

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
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.3 / 5

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

  • The user interface of FileInvite is super clean and intuitive. Easy to share and collect a digital signature for any type of user. Integrated with Dropbox and Zapier platforms. Approval and ability control can be set by admins. Pre-designed templates for creating contracts.
  • Perfect for any size of business/enterprise. Helps you in document automation. Available on SaaS, web and cloud platform. You can access file offline also. Lets you synchronize with Google Drive.
  • This is such a great service for data and document collection. Personalised branding makes it even better.

Cons

  • Till now I haven't found any downside in this platform.
  • No free plan available. Otherwise it's a great DMS tool.
  • Nothing really, overall ticks all our boxes. All pros!

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FileInvite
Founded: 2014
New Zealand, United States
www.fileinvite.com

Company Information

LSSP Corporation
Founded: 2001
United States
lsspdocs.com

Alternatives

Cerberus FTP Server

Cerberus FTP Server

Redwood Software

Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
SynaMan

SynaMan

Synametrics Technologies
UnForm

UnForm

Synergetic Data Systems, Inc.
FileHold

FileHold

FileHold Document Management Software
AcceleratorKMS (Procedure Accelerator)

AcceleratorKMS (Procedure Accelerator)

Innovatia Accelerator Inc.

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Admissions and Enrollment Features

Application Management
Assessment Management
Candidate Management
Colleges / Universities
Evaluation Management
Fee Management
Financial Aid Management
Forms Management
K-12
Recruiting Management
Scoring
Self Service Portal

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Collaboration Features

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing Features

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Archiving Features

Access Control
Data Deduplication
Document Management
eDiscovery
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Control Features

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

Document Version Control Features

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

Integrations

Google Drive
Microsoft OneDrive
Salesforce
Axis LMS
Box
Docusign
Dropbox
Ellucian Banner
HubSpot CRM
Microsoft 365
QuickBooks Online
Zapier

Integrations

Google Drive
Microsoft OneDrive
Salesforce
Axis LMS
Box
Docusign
Dropbox
Ellucian Banner
HubSpot CRM
Microsoft 365
QuickBooks Online
Zapier
Claim FileInvite and update features and information
Claim FileInvite 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