Overview:
Managing and editing your templates in ClientPoint is simple and accessible through the Manage menu. If you need to update a template, organize it, or filter through your saved templates, here’s a step-by-step guide to help you navigate the platform.
Step-by-Step Guide to Find and Edit Your Templates
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Access the Manage Screen
- To begin, click on "Manage" in the upper right corner of your screen or select "Manage Your ClientPoints" from the main menu.
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Apply Filters
- Once on the Manage screen, locate the Filters button at the far right of the toolbar.
- Click on Filters and reset or clear any active filters to ensure you're starting with a clean slate.
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Select Templates
- Under the Status section, select my Templates to filter and view all the templates you have created.
- Once selected, click Apply Filter to display your templates.
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Managing and Editing Templates
- From here, you can manage your ClientPoint templates. You can edit, delete, or make any necessary updates to your templates directly within this screen.
Conclusion
By following these steps, you can efficiently find and manage the templates you've created in ClientPoint. Whether you need to update existing templates or filter through your collection, these tools make it easier to handle your documents and ensure that your team has the resources they need.
For any further assistance or questions, don’t hesitate to contact support@clientpoint.net.