What does the new ClientPoint Viewer UI Looks Like 2025

Overview

ClientPoint is proud to unveil the newly redesigned Viewer User Interface (UI) - a modern, streamlined experience built to enhance how you and your clients interact with content. Available in both Dark and Light modes, this update offers improved flexibility and personalization, ensuring your workspace aligns with your visual preferences.

For more details on how to activate and customize the new Viewer UI, please refer to our New ClientPoint Viewer UI knowledge base article, which offers comprehensive instructions on enabling and configuring this feature in your account settings under Themes.

What's New in the File Screen UI/UX Update

The latest update to the File Screen UI/UX is designed to provide a smoother, more efficient experience when managing and interacting with files within your ClientPoint system. With these updates, you’ll find all the essential features in a refreshed layout, making it easier to navigate and access key file details.

Key Improvements at a Glance

The update brings a more intuitive and organized file management system, with key changes that will enhance your workflow. Here's a breakdown of the most notable updates:

1. Updated Menu Layout:
   The order of menu items has been changed for better accessibility and ease of use. The Enable Esign, Rename Item, Preview File, Local Edit, Edit and Delete options are now positioned on the left side of the file screen, making these commonly used functions quicker to access. On the right, you’ll find the Delete and Edit options, along with an expanded (three dots) menu for more advanced settings or features.

   This reorganization ensures that your most frequent actions are always just a click away while keeping additional options neatly tucked away for when you need them.
   
   

2. New File Detail Panel:
   One of the standout features of this update is the File Detail Panel, which appears when you select any file from your library or any file added to your ClientPoint. This panel is designed to provide all the essential file information in one place, offering a comprehensive overview of your files with ease.

A Closer Look at the File Detail Panel

Once a file is selected from your library or ClientPoint, the File Detail Panel will open, displaying a range of useful file information:

1. File Preview:
   At the top of the panel, you’ll see a preview of the selected file, so you can quickly check the contents without needing to open the file in another window.

2. File Library Name:
   The file's library name is displayed to help you identify which library the file belongs to, assisting with organizing and managing multiple libraries.

3. File TOC (Table of Contents) Name:
   If your file has a structured table of contents, this name will appear, helping you quickly understand the file’s structure.

4. Created By:
   This shows the name of the user who originally created the file, providing visibility into the file’s origin.

5. Create Date:
   You can see when the file was originally created, which helps with tracking and sorting files based on their creation date.

6. Modified By:
   If the file has been updated, the name of the person who modified the file is listed here, giving you insight into who last made changes.

7. Modified Date:
   The date when the file was last modified is displayed, ensuring you know if you’re working with the latest version.

8. File Size:
   The size of the file is shown, allowing you to assess how much space it occupies within your system.

9. File Type:
   The file type is identified, helping you understand the format of the document (e.g., .docx, .pdf), and ensuring compatibility with your system.

Why These Changes Matter

These UI/UX updates are focused on increasing usability and providing more comprehensive insights into your files at a glance. The streamlined layout ensures you can quickly perform file actions like renaming, merging, or editing, without wasting time navigating through cluttered menus.

The new File Detail Panel offers immediate access to key information such as file creation and modification details, helping you stay organized and informed about the files you’re working with. Whether you’re managing a single document or handling a large library of files, these changes simplify the process and improve efficiency.

In sum, these updates are not just about aesthetics - they are designed to create a more intuitive and user-friendly environment for managing files. With the new changes, your team will experience smoother workflows, better file organization, and faster access to essential file details.

Advanced and Static HTML Pages

As part of this upgrade, ClientPoint now supports the creation of custom mobile-responsive HTML pages directly within the Content Library. These pages allow for beautifully styled, highly customized presentations embedded within your ClientPoint projects.

Key Features:

• Responsive Design: Ensure a mobile-friendly display for your custom HTML content.
• Asset Management: Utilize and manage multimedia assets efficiently from the Assets Library to enhance your HTML pages.
• Snippets Integration: Integrate reusable content blocks from the Snippets Library for streamlined and consistent content creation.

Note: Building custom HTML pages requires knowledge of HTML and CSS to achieve the desired functionality and style. For a step-by-step guide, please refer to our Advanced and Static HTML article.

Tips for Effective Use:

• Consistency: Use snippets to maintain uniformity across your HTML pages.
• Asset Optimization: Ensure that images and multimedia are optimized for fast loading and smooth user experience.
• Testing: Preview and test your custom HTML pages across different devices to confirm responsiveness.

With the new ClientPoint Viewer UI and the ability to create advanced and static HTML pages, ClientPoint offers users more control and customization options to elevate their presentations and engagement with clients. Whether you're looking for a modern dark mode experience or intricate, responsive content, these new tools empower you to deliver more effective and visually appealing proposals.

For further assistance or any questions, please reach out to support@clientpoint.net.