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Setting or Editing the Download Title of a ClientPoint Document

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Elayza Cataluna
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In ClientPoint, the default title of a downloaded ClientPoint document is “proposal.” You can customize this title in Themes to make it more relevant to your specific needs. Here’s a step-by-step guide to setting or editing the download title.

Overview: Why Customize the Download Title?

Customizing the title allows you to personalize your downloads, making it clear and professional for clients. This feature streamlines document management, ensures accurate labeling, and enhances your brand consistency.

Steps to Set or Edit the Download Title:

  • Log In to Your ClientPoint Admin Account
    • Access your Admin Account in ClientPoint.

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Go to Themes

  • From the home page, click on the Settings tab.
  • Select Themes from the Settings page.

Themes.png

Edit the Default Theme

  • Open your default theme by clicking Edit.
  • Scroll down and expand Advanced Settings.

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Advanced Settings.png

Customize the Download Title

  • Locate the field for Merged Document and Download ClientPoint Naming Standard.
  • Enter your preferred title in this field, then click Save Changes.

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Verifying the Title Change:

  1. Download a Sample Document

    • Go to Manage and open any ClientPoint.
    • Navigate to the Preview tab.

  2. Download with Updated Title

    • In the upper-right corner, select the Download icon.
    • Choose PDF Selected Files.
    • The document will download with the title you customized in Themes.

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The downloaded file will now display your updated title, providing a clear and professional label that reflects your chosen naming convention.

File NAme.png

By setting or editing the title, you ensure consistency and professionalism in your document management, helping you present a more polished experience to your clients.

 

Have any questions?  Please email support@clientpoint.net.