ClientPoint tools are available for files within the ClientPoint, this includes:
Rename Item
Change the document/file name for the selected document/file.
Merge Docx
Combine multiple docx into one file. Helpful for larger ClientPoints, it reduces the number of files that show in the ClientPoint navigation.
Delete
Remove the selected document/file from your ClientPoint (left).
Preview File
See a preview of the selected document/file.
Edit
Only for merge documents, update the merge field entries for the
selected document/file.
Local Edit
Download a copy of the selected document/file in its original format, make your
changes and re-upload back into ClientPoint. The feature includes
version control that tracks all the versions + original version of the document.
Under MORE
Split
For documents/files with more than one page, the split tool allows you to
split the document into separate pages.
Disable Page
Disable page number/footer overlay for the selected document/file.
Hide in TOC
Document/file will not show in the system generated Table of Content (TOC).
Downloadable
Make documents (i.e. word, pdf, and excel) downloadable, similar to the attachment option.
Header TOC
Adds headers (i.e. header 1, 2, 3, 4 and 5) within the document to the table of contents generated by ClientPoint.
Merge Tool
Brings up all existing merge documents within the ClientPoint in edit mode.
Have any questions? Please contact support@clientpoint.net.