The Download and/or Print feature in ClientPoint provides flexibility in how ClientPoints and their associated documents can be accessed, shared, and stored. This feature allows users to download ClientPoints as PDFs or print hard copies, along with any attachments, internal documents, client uploads, or original files.
Articles in this section
- How to Rename and Add Custom Field Names in Product Sheets
- How to Use Direct Links for Folders
- How to enable approvals in ClientPoint.
- How to Power Up Your HVAC Business with ClientPoint's Good Better Best Pricing Comparison Tool
- How to Unleash Your Sales Potential with ClientPoint's Cutting-Edge Specification Tool!
- How to Use ClientPoint's Standing Guard Cost Analysis Tool
- How to Onboard an Employee Using ClientPoint
- How to Add Files to My Library in the Files Section
- How to Use ClientPoint Schedule Link as a Virtual Office and Multi-Media Advertising Hub
- What is the table of contents (TOC) and why use it?