How to Work with Google Documents in ClientPoint

ClientPoint offers seamless integration with Google Documents, allowing you to create and manage documents either within an individual ClientPoint or the Content Library. This feature streamlines collaboration and enhances document accessibility within your proposals and content management system.

Using Google Documents in an Individual ClientPoint

1. Add a Google Document to ClientPoint:

   • Navigate to the desired ClientPoint and click Add to ClientPoint.
   • From the dropdown menu, select New Google Document.

2. Create and Name Your Google Document:

   • Insert a title for the document and choose the type of file to be used.
   • Click Create Google Doc.

3. Edit the Google Document:

   • Select the newly created document and click Edit.
   • Choose Open Google Document in New Window to open a blank Google Document in a separate browser tab for editing.
   • Once your edits are complete and the document is saved, return to ClientPoint, click Close Dialog, and select Update Document to save changes.

Adding Google Documents to the Content Library

1. Navigate to the Content Library:

   • Go to Content Library and select Files.

2. Create a New Google Document:

   • Click Add to Library and choose New Google Document.
   • Create and name the new document. Check the box next to it and click Edit Google Document to open it in a new browser tab for editing.

3. Save Your Changes:

   • Once you have completed your edits and the document shows as saved, return to the Content Library.
   • Click Close Dialog and select Update Document to save the Google Document within ClientPoint.

Tips for Using Google Documents in ClientPoint:

• Collaboration: Share and collaborate in real-time with team members using Google’s collaborative features before finalizing the document in ClientPoint.
• Accessibility: Integrating Google Documents into ClientPoint allows for seamless transitions between cloud-based document editing and ClientPoint’s platform.
• Flexibility: Use this feature for various document types, such as proposals, reports, or client-facing documents.

Note: For visual guidance, please refer to the short instructional video below.

Integrating Google Documents within ClientPoint offers a versatile solution for creating, editing, and managing documents directly from your workspace. Whether embedded in individual ClientPoints or managed through the Content Library, this integration simplifies your workflow and enhances collaboration.

For further assistance, please contact support@clientpoint.net.