How to Upload Videos in ClientPoint Content Library

Overview: Why Use the ClientPoint Content Library for Video Storage?

The ClientPoint Content Library provides a centralized, secure location for storing various types of content, including videos. This makes it easy to organize and access important video assets for presentations, training sessions, or proposals. As an Admin user, you have multiple options for uploading videos, whether stored as files or hosted on platforms like YouTube.

Steps to Upload Videos to the ClientPoint Library

1. Access the Content Library

   • Log in to your ClientPoint account as an Admin user.
   • Go to Settings, then select Content Library.

• • Click on Files and navigate to the desired folder where you want to store the video.

1. Choose Video Upload Type

   • In the selected folder, click on the Add to ClientPoint dropdown (in blue).
   • Select the preferred video type:
     • Upload a File: Directly upload a video file from your computer.
     • YouTube Video: Use this option if your video is hosted on YouTube.

2. Add Details

   • If Uploading a File:
     • Choose the video file from your computer.
     • Add a Library Name (for internal reference) and TOC (Table of Contents) Name (the name that appears to the customer).

• • If Adding a YouTube Video:
    • Enter the YouTube link.
    • Fill in the Library Name and TOC Name.

1. Save the Video

   • Once all details are entered, click Save to finalize the upload.

Additional Tips

• Organization: Use descriptive names in the Library and TOC fields to easily locate and identify videos.
• Folder Management: Organize videos by category or project in different folders for quick access.
• Access Control: Ensure only relevant teams have access to specific video content by setting permissions at the folder level.

By following these steps, you can keep all your essential video resources in one place, streamlining content management and improving access for your team.

Click here to learn how to upload a video into a ClientPoint which is not in your Content Library.

                                  Have questions? Please contact support@clientpoint.net.