Approvals is helpful in maintaining control, accountability, and compliance with organizational processes and regulations. Enabling approvals in ClientPoint ensures that critical actions or changes are reviewed and authorized by designated individuals before a ClientPoint link can be generated and shared or a PDF can be downloaded.
This article outlines the steps to enable approvals within ClientPoint.
Things I should I know before enabling approval
- Once approval is enabled in your ClientPoint system, all new ClientPoints created will require approval by a Manager or Administrator before the ClientPoint can be shared or downloaded.
- We strongly recommend that you also enable "Finalization" when you're enabling approval because a ClientPoint can only be approved once.
- Users can request for approval by using "Share Internally" to share a link to the ClientPoint to a Manager or Administrator.
Steps to enable approval
- Log into ClientPoint as an Administrator
- Go to Settings > Advanced Settings
- In Advanced Settings go to Advanced Configuration
- Under "Create ClientPoint Configuration" toggle "Enable ClientPoint approval before sending" on
- You'll be prompted to choose CRM Only, ClientPoint Only or Both.
- If you choose CRM Only or Both, please reach out to support for further requirements
- If you're not sure, choose ClientPoint Only
- Click Save to save your changes
- You have now enabled approval on all ClientPoints. What approvals look like?
- Users can request for approval by using "Share Internally" to share a link to the ClientPoint to a Manager or Administrator.
Regular monitoring and training are key to ensuring the ongoing effectiveness of approval process.
Have questions? Please contact support@clientpoint.net.