ClientPoint now enables you to add files directly to your Library while creating a ClientPoint, enhancing convenience and efficiency for users. This feature is especially beneficial for those without access to the Content Library, as it streamlines the process of saving and organizing files directly within your personal folder during the creation process.
How to Add Files to Your Library in ClientPoint
- Navigate to Files: While in the "Files" section of your ClientPoint, click on the hamburger icon (three dots) on the feature options.
- Add to My Library: Select Add to My Library from the menu
- Add to My Library: Select Add to My Library from the menu
- Access Uploaded Files: Your files will be stored in the "My Library" folder, making them easily accessible whenever needed.
This feature allows for a more seamless workflow, saving you time by allowing uploads within the same interface where you're managing your ClientPoint. It keeps everything organized in one place, helping you stay efficient.
If you have questions or need further assistance, please reach out to support at support@clientpoint.net.