There are several ways to add content to your ClientPoint. One is through the Content Library. Click here for more information on the Content Library.
But the easiest and best way to get started is to add straight into the ClientPoint directly from your computer. For information on how to create a ClientPoint click here.
You can add a variety of items. Once your items are added you are able to change the order they appear.
Add to ClientPoint is a button in Files where you can upload your content that is not in the library and you can also add files and features to make your ClientPoint more interactive.
Options available under Add to ClientPoint includes:
Upload Document
Upload a PDF, xls, ppt, jpg, tiff or doc. PDFs are preferred as you can control how they look. If you upload an xls please ensure that it is formatted for 8.5x11 otherwise it will not print nicely. Keep the file sizes small or your clients loading time will be longer.
*For excels (ie. xlsx), please note the excel will show in print view within the viewer. Please review the layout of the excel on an 8.5 x 11 view before sending.
Upload Video
We support these file formats: .avi .dv .mov .qt .mpg .mpg2 .mpeg2 .mpeg4 .mp4 .3gp .3g2 .asf .wmv .flv. .m4v
Video from Webcam
Record video via webcam -- you may record a brief introduction about your company or the ClientPoint
New Google Document
Create word document, spreadsheet or PowerPoint via Google Document.
Add Cover Page
Create a cover page using the system builder.
Add Folders to ClientPoint
Use folders to organize and group similar content together in your navigation. Set folders to expanded or collapsed.
Add Table of Contents
Add a dynamic Table of Content that will generate after you “Save and Continue”.
Add Webpage
Websites are fully functional within ClientPoint. They are framed into your ClientPoint. There is an option to “Open link in a new tab”. Requirements for a website to be embedded in the viewer are secure domain (i.e. https) and the website allows itself to be iframed. We recommend using add Webpage if you are creating a link for an existing Google or OneDrive document. For more details on iframing click here.
Add Attachment
Attachments are not viewable online but can be up to 200MB and downloaded by the Recipient.
Add Shortcut
Add quick links to specific sections in your ClientPoint, the links will be added to the ClientPoint navigation at the top of the Table of Contents.
Add Meeting
Add your meeting link from your user profile into a ClientPoint. Add Meeting will be hidden if Meeting Link in your user profile is incomplete.
Add Calendar
Add your meeting scheduler link from your user profile into a ClientPoint. Add Calendar will be hidden if the Calendar Link in your user profile is incomplete.
Have any questions? Please contact support@clientpoint.net.