Creating templates in ClientPoint is an efficient way to streamline your workflow, ensuring consistency and saving valuable time. Templates allow you to save your preferred settings, files, and structure, so they can be reused across multiple ClientPoints, making your process more efficient and standardized. Here’s how you can create and use templates in ClientPoint.
Here's how to create a template:
Start a New ClientPoint:
- Go to your ClientPoint homepage and click on the New button or New ClientPoint.
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Change the Status:
- In the Info tab, change the status from Pending to Templates (or My Templates if you are a user and not an admin).
- Click Save and Continue to move forward.
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Add Files and Content:
- In the Files tab, you can use Library Files or Add to ClientPoint to upload content for your template.
- Add tabs, videos, or even record an introductory video with the Add to ClientPoint option.
- If you are adding advanced merge documents, make sure the fields are left blank. This ensures the fields can be filled later when using the template.
- Customize Layout:
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- Drag and drop files, tabs, and videos as per your preference to organize the template structure.
- Adjust the layout to ensure it fits your needs for future ClientPoints.
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- Click Save and Continue.
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Using Your Template:
- Your newly created template will be saved under Templates and can be easily imported into any future ClientPoint, making your setup process faster and more efficient.
Why Templates are Useful:
- Consistency: Templates ensure that all of your ClientPoints follow the same structure and design.
- Time-saving: With pre-set templates, you can quickly apply your chosen structure without having to recreate it each time.
- Streamlined Process: Templates allow you to use the same files and content, ensuring that everything is consistent across multiple ClientPoints.
For any questions or further assistance, feel free to contact support@clientpoint.net.