Library Files serve as a central repository for documents, templates, and resources, making it easier for users and administrators to organize and share content within ClientPoint. These files are accessible during the creation of ClientPoints, ensuring streamlined access to frequently used materials. Administrators can manage these files through the Settings > Content Library feature, keeping the system customized and efficient.
Categories of Library Files
ClientPoint Library is divided into the following categories:
1. Templates
- Templates are pre-designed content bundles, simplifying the process of creating ClientPoints.
- They allow for consistent and standardized communication across the organization.
2. Company-Wide
- Files in this folder are accessible to all users within the system.
- Ideal for general resources such as policy documents or marketing collateral.
3. Division Folders
- Content in these folders is specific to assigned divisions within the system.
- Accessible only by users who are granted permissions for that division, ensuring appropriate content distribution.
4. Group-Wide
- Group-Wide files are shared with all users assigned to a specific workspace.
- Useful for cross-functional teams working collaboratively.
How to Use Library Files
For Desktop Users
- Go to the File Screen in the ClientPoint creation process.
- Double-click on the desired file from the library to add it to the ClientPoint.
For Mobile or Tablet Users
- Navigate to the Library on the File Screen.
- Select the desired file and click Add to ClientPoint in the top-left corner.
- Choose Selected Library Item to include it.
Benefits and Tips
- Centralized Resource Management: With files stored in specific categories, locating and utilizing resources becomes efficient.
- Permission Controls: Division folders and group-wide files ensure appropriate access for users based on roles.
- Cross-Platform Usability: Both desktop and mobile users can access and add files to ClientPoints seamlessly.
Conclusion
ClientPoint Library Files simplify document management, improve team collaboration, and streamline ClientPoint creation by providing quick access to essential content. Whether you’re using templates for consistency, or managing permissions through division folders, the Library keeps your resources organized and easily accessible.
For additional questions or assistance, contact support@clientpoint.net.