Overview
ClientPoint has introduced an exciting new feature: direct links for folders. This enhancement simplifies how you share and access folder content. With just one link, you can grant access to an entire folder, and when a guest user clicks the link, the first viewable file within the folder automatically opens. This feature is designed to improve navigation, save time, and create a more polished user experience.
What’s New?
Previously, ClientPoint supported direct links for individual files only. With this new functionality, you can:
- Share entire folders with a single link.
- Automatically direct users to the first viewable file in the folder for seamless access.
- Simplify workflows for presentations, proposals, and team collaborations.
How to Generate a Direct Link for a Folder
Step 1: Locate the Folder
Navigate to the folder you want to share in your ClientPoint workspace.
Step 2: Generate the Link
Click the preferred folder, then select small box option beside the name of the folder.
Step 3: Share the Link
Copy the generated link and share it with your intended recipients through email, chat, or any communication platform.
What Happens When a Guest User Clicks the Link?
- The user is directed to the folder’s content.
- The first viewable file (e.g., PDF, image, or document) automatically opens, ensuring a streamlined experience.
- Users can browse other files in the folder if permissions allow it.
Best Practices
- Organize Files: Place the most important or introductory file first in the folder to ensure optimal viewing.
- Set Permissions: Double-check folder permissions to ensure your audience has the appropriate level of access.
- Test the Link: Use an incognito window to test the link and confirm the correct file loads first.
Benefits of Folder Direct Links
- Efficient Sharing: Reduce the need to share multiple file links by sending a single folder link.
- Enhanced User Experience: Automatically open the most relevant file for viewers, simplifying their experience.
- Improved Productivity: Spend less time navigating and more time focusing on what matters most.
Conclusion
The ability to generate direct links for folders is a game-changer for ClientPoint users. It streamlines sharing, improves user experience, and saves valuable time. By ensuring guest users can seamlessly access the most relevant file in a folder, this feature enhances collaboration and productivity for teams of all sizes.
If you have questions about using folder direct links, contact our support team at support@clientpoint.com
Start leveraging direct links for folders today and experience the ease of smarter, faster sharing with ClientPoint!