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Managing Files in ClientPoint Content Library

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Asma Sheikh
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ClientPoint's Content Library allows you to upload and store multiple file types, making it easy to use them when creating ClientPoints from any location. With just a login, you’re ready to go—no need for external drives or storage platforms, which also helps you save on costs.

Uploading Files to the Content Library

Uploading files to the Content Library is straightforward:

  1. Log In
    Start by logging into your ClientPoint account.

  2. Navigate to the Content Library
    Go to Settings > Content Library > Files.

  3. Choose a Folder or Create Folders

    • You can upload files to either Company-Wide or Division-Wide folders. Select the folder where you want the file to reside.
    • Click Add Folder to create a specific folder for organizing files by type.
    • To create a subfolder, hover over the main folder and select Add Folder again. Then, hover over the new folder and use the Blue Add to Library dropdown to select the file type.

     

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Upload and Customize

  • Select your file, and ClientPoint allows you to rename it to reflect how it will appear to you and your clients.
  • Adjust any file settings to control how the file will be used within ClientPoint.
  • When you’re ready, click Submit to save it in the Library.

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  • Once selected ClientPoint gives you the ability to rename the file based on how it should show to you and the customer. It also lets you control the settings of how you wish to use this file inside ClientPoint.

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  • Once done hit Submit to save the file in ClientPoint Library. Incase you wish to move this file in another folder. Check the checkbox for that file and click Move Files to select the new folder you wish to move it to.

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Moving and Replacing Files

  • Move Files: To move a file, check the box next to it, click Move Files, and choose the destination folder.
  • Replace or Update Files: Select the file, click Edit, then choose a new file from your drive or PC. Click Submit to replace the old file.

Uploading Files Not in your Content Library Directly to a ClientPoint

The Add to ClientPoint option in the Files section lets you upload files directly into a specific ClientPoint rather than the Content Library. While files uploaded to the Content Library are available for future use, files uploaded directly in a ClientPoint are only available within that specific ClientPoint.

For more details on Add to ClientPoint and the Content Library, click here. 

 

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                                   Have questions? Please contact support@clientpoint.net.