Download a PDF or Print a hard copy of the ClientPoint. You can also download any attachments, shared original files, Client uploads, and internal documents. ClientPoints that have been signed can be downloaded from “Print” as well.
If a ClientPoint is sent as PDF or Printed and provided as a hard copy, mark the ClientPoint as "hand-delivered.
Files marked as downloadable will be listed under Originals and will be available to the Client as the base file (i.e. the original word document, spreadsheet and/or excel).
If Client Upload is enabled, documents uploaded by the Client will be available for download under Client Uploads. The assigned Sales Rep will also receive an email notification.
Internal Documents, files marked as Downloadable and Attachments can also be downloaded from the Print area.
Have any questions? Please contact support@clientpoint.net.