The ClientPoint Content Library is a powerful tool for managing files and proposals, helping you present content in an organized and streamlined way. It is designed for easy organization and management of your content. If you want to know how to Add folder in the Content Library, click here. Renaming or deleting folders allows you to keep your library organized and up-to-date. Here’s a quick guide on how to manage your folders effectively.
Steps to Rename or Delete a Folder in the ClientPoint Content Library:
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Log In to Your ClientPoint Admin Account
- Start by logging in, and go to the Settings tab on the home page.
Access the Content Library
- From the Settings page, navigate to Content Library and select Files.
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Renaming a Folder
- To rename a folder, select the folder, then click on the More button. Choose Rename, and enter the new folder name to finalize.
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Deleting a Folder
- Click on the folder you wish to delete. In the options ribbon at the top, choose the Delete option.
- Note: Folders can only be deleted if they are empty. You’ll need to move or delete any files within the folder before deletion.
Why Folder Management Matters
Organizing your Content Library ensures quick access to the right files and keeps your workspace clutter-free, making it easy to share relevant content with clients or team members efficiently. By regularly maintaining folder names and removing outdated content, you enhance productivity and streamline the ClientPoint experience.
Have any questions? Please contact support@clientpoint.net.