Control ClientPoint features via Recipient Viewer Options.
Gray = Disabled | Blue = Enabled
Options Include:
Comments
Prospects can comment on the ClientPoint within the system.
Prompt for email
Prospects will be required to enter their email address to view the ClientPoint. Our analytics will then track their views, engagement, and activity within the ClientPoint. If this is disabled, all viewers will be tracked as anonymous.
Recipient download & print
Enabling this feature will allow Prospects to download a PDF or print a hard copy of the ClientPoint. Disable to only allow Recipients to view the ClientPoint via a shared link.
eSignature
Allows Prospects to sign the ClientPoint electronically.
Disable GDPR
The General Data Protection Regulation is a regulation in EU law on data protection and privacy for all individual citizens of the European Union. Individuals must consent to have their data tracked and stored.
If a ClientPoint is created for a Recipient outside of the EU, use Disable GDPR to disabled the consent checkbox and message for the selected ClientPoint. Learn more about how ClientPoint is GDPR compliant.
Client upload
Prospects can upload documents/files to share with your Sales Rep within ClientPoint. All files would be stored alongside the ClientPoint.
Password
Used mainly by financial institutions, ClientPoints can be password protected. Our system has a built-in password generator.
(Note: The Rep assigned to the ClientPoint will receive email notifications on all Recipient activity.)
Have any questions? Please contact support@clientpoint.net.