DocPoint Personal from Do it Software is document management software that acts as a virtual filing cabinet. If you think of DocPoint as a virtual filing cabinet, it might help you make an easier transition from a paper-based to a paperless office. The document management software uses a lot of the same terminology you might expect in a paper-based office. For example, you file your documents in cabinets and folders.

Each document you manage in DocPoint Personal is attached to a virtual document card. The document card includes information such as the author, document subject, keywords that can be used for searching, the date the document was created and other useful information. The document card is then placed in a folder and filed in a cabinet. The program includes a demo database with sample cabinets, folders and documents for marketing, sales, project management and so on. You can create your own cabinets and folders so you can organize your documents in a manner that makes sense to you and your organization.

DocPoint Personal document management software allows you to attach more than one document to a document card. For example, if you have several documents that are related, such as medical records, you might want to keep them together with the same document card. This can make it easier for searching and retrieving documents.

With DocPoint document management software you can use three different profiles to manage your documents: outgoing documents, incoming documents and internal documents. The outgoing documents profile lets you create documents that will be sent from your organization to an external source. The incoming documents profile allows you to scan and archive paper document and import electronic documents that come from an external source. The internal documents profile allows you to create and manage documents that are used for internal purposes, such as PowerPoint presentations and Excel spread sheets.

The search feature in this document management software lets you search for document by date, author or subject. When searching the document's subject, you can search whole words, partial words or similar words. When searching for whole words, the entire word must appear in the document's subject. If you are using the partial word search, only part of the word needs to appear in the subject. If you use the similar words search, you can search for a document that contains words that are similar to the word you enter in the search criteria.

In our testing we were not able to add new users or set access permissions. When importing an existing electronic document, we were unable to complete the process because we could not input all of the data required by the document card. For example, we could not add the author information because the card requires that you select an author from an existing list. The author of our document was not included in the list. The document card also requires a document type to be selected from an existing list. In our testing, there were no document types listed.

The document management software includes an online help file. You can download a user guide from the company's website and access a FAQs page. The website does not list any telephone numbers for support, but there are several online forms you can use to ask questions, suggest product features and report any problems you may have with the software.