A ClientPoint is a dynamic document package that combines various content such as documents, images, and videos, which you can easily share with recipients via a unique link. Creating a ClientPoint helps you streamline communication and presentations, ensuring your recipients have everything they need in one place.
Here’s how to create a ClientPoint step-by-step:
1. Start a New ClientPoint
- Navigate to your dashboard and click + New or New ClientPoint to begin the process.
2. Fill in the Information
- On the Info screen, fill out the required fields such as title, description, and recipient details.
- Add the recipients who will receive the ClientPoint link. You can also enable or disable specific Recipient Viewer Options (such as comments, email prompts, or download permissions) to customize their experience.
- Once everything is filled in, click Save & Continue.
3. Add Files and Templates
- On the next screen, under the Library section on the right, select the relevant template(s) and/or files you wish to include in the ClientPoint.
- To add a file or template, either double-click on the desired item or click Add to ClientPoint and then select Selected Library Item.
- After selecting all the files and templates, click Save & Continue.
4. Preview the ClientPoint
- Once the files are added, you will be prompted to Preview the ClientPoint. This allows you to review the entire package to ensure everything is correct before sending it out.
5. Send the ClientPoint
- After previewing, click Send to distribute the ClientPoint. You can:
- Open Directly in My Email: This will open the email directly in your default email client for you to send.
- Copy to Clipboard: You can copy the link and manually send it through your preferred communication platform.
TIP: You can directly share you new ClientPoint if you click the small square green button beside the name. It will give you the link details and also it's QR Code.
The Preview and Send Page will alert you if any potential issues need addressing before sending.
Additional Tips
There’s a lot more you can do with ClientPoint to enhance your experience and win more deals. Take some time to explore other features that can make your proposals even more compelling.
For any questions or further assistance, feel free to reach out to support@clientpoint.net.