As part of our platform modernization and the sunsetting of older tools, ClientPoint is officially retiring the legacy document viewer and transitioning all users to the enhanced ClientPoint Viewer experience.
This upgrade is not just a visual refresh - it’s a complete overhaul built to improve clarity, usability, and overall content engagement.
READ MORE:
What does the new ClientPoint Viewer UI Looks Like 2025
How to Activate the New Viewer UI (Key Changes)
🔍 What’s Changing?
The Legacy Viewer (see reference image: "Old Viewer") was effective in its time but limited in functionality, speed, and interface responsiveness. Users often encountered:
- Confusing navigation
- Slower document rendering
- A fragmented experience across proposals and content
- Lack of intuitive controls
🌟 What to Expect with the New Viewer (see: "New Viewer")
The upgraded ClientPoint Viewer introduces a sleek, modern, and intelligent interface designed to match your needs today - and scale for tomorrow:
- Cleaner Layout: Modern sidebar with collapsible menus, making content easier to scan and navigate.
- Faster Load Times: Optimized rendering engine ensures quicker access to pages, documents, and embedded files.
- Improved Visual Hierarchy: Icons and buttons are more accessible, ensuring users know exactly where to click to edit, view, or send.
- Integrated Tools: Access to engagement stats, editing tools, and sign status all in one interface - without switching tabs or windows.
- More Intuitive User Experience: The layout mirrors popular business platforms, reducing the learning curve for new users.
💡 Why Transition to the New Viewer?
- Enhanced User Experience: Designed for clarity, responsiveness, and consistency.
- Fewer Clicks, More Actions: Complete more workflows without leaving the page.
- Future-Ready: Built to support evolving tools like ClientPoint Design and ClientPoint Sign seamlessly.
- Universal Standard: All new updates and support moving forward will be focused on the new viewer.
✅ What You Need to Do
No action is required on your part. All users will be automatically transitioned to the new viewer. However, if you or your team have questions, we encourage you to reach out to your Client Success Consultant for a walkthrough or explore our updated Knowledge Base articles.
🧭 In Summary
The transition to the new ClientPoint Viewer ensures you stay ahead with a streamlined, professional, and performance-driven interface. Say goodbye to outdated experiences, and welcome a unified workspace that looks better, loads faster, and works smarter.
If you haven't yet experienced the new viewer in action, now’s the time to explore the future of content engagement inside ClientPoint.
Let us know if you’d like a 1:1 walkthrough we’re here to help you make the most of every upgrade.
For further assistance or any questions, please reach out to support@clientpoint.net.