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Using Templates

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Kathleen Saenz
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A template is a combination of files, videos and tabs that can be added into your ClientPoint and sent to potential customers with a few clicks. Think of it as a blank canvas, ready for you to add files, videos & links. Once created, a template can be re-used to send to another customer who requires the exact same content.

An Administrator can create Company Wide or Division templates available to all users. A User or Manager can create My Templates that only they would have access to.

There are 4 types of templates:

  1. Templates are created by the Administrator. If the template division is Company Wide, the template will be available to all users.  If a Division is selected, the template is only available to users assigned to the Division.
  2. My Templates can be created by all users and are automatically added under the My Templates folder in the library.
  3. One Pass Templates brings together form and tree, subforms, snippets and fragments to give you a power house of features for a world class document generation engine. Combine that with template automation using delete conditions controlling files inclusions and exclusions and you have what we call a One Pass template. To learn more about creating and managing your One Pass Templates, click HERE.
  4. Live Templates are unique in that recipients will see real-time Template updates within any ClientPoints that contain that template. To learn more about creating and managing your Live Templates, click HERE.

How Do I Create A New Template?

  1. Click New.
  2. On Info, fill out the following information:
    • Client - Enter Your Template Name
    • Status - Choose Templates or My Templates
    • Division - Only ClientPoints created in the Division you select will have access to the Template.  To make the ClientPoint available across all Divisions, choose Group Wide.
    • Revenue - This field can be left blank or set to $0.00
    • Description - This is an optional field, where you may provide additional information to Users about the Template and its intended use
  3. Turn on Live Template or One Pass Template, if applicable.
  4. Click Save and Continue.
  5. In Files, use Library Files or Add to ClientPoint to add files to your template.  Add tabs, video, or record an intro video using Add to ClientPoint. 
  6. Click Save and Continue, and you're done!

 

Have any questions? Please contact support@clientpoint.net. 

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