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Advanced Settings | Recipient Viewer Configuration

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Elayza Cataluna
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The Recipient Viewer Configuration in ClientPoint's Advanced Settings allows administrators to customize and manage the viewer experience for recipients of ClientPoints. By adjusting these settings, administrators can control which features are available to recipients and ensure that their viewing experience aligns with organizational preferences.

This article provides an overview of the Recipient Viewer Configuration options, how to navigate and adjust these settings, and the impact of these adjustments.

How to Adjust the Recipient Viewer Configuration

To make adjustments in the Recipient Viewer Configuration, follow these steps:

  • Go to Settings: From your ClientPoint dashboard, click on Settings.

  • Select Advanced Settings: Under Settings, choose Advanced Settings.

  • Expand Advanced Configuration: Find and expand the Advanced Configuration section.

  • Adjust Recipient Viewer Configuration: Under the expanded options, locate Recipient Viewer Configuration. Here, you will have options to adjust default settings and hide certain features for your templates or ClientPoints.

There are two main adjustment options:

  • Default Set: This refers to the default behavior of a feature. If a feature is enabled by default (e.g., comments or prompt for email), selecting "Default Set" will disable it.
  • Hide: Selecting Hide will make the feature invisible to users on the ClientPoint info page. This ensures that users do not need to manually adjust each ClientPoint.
  • Both: Enabling both options will set the feature to your chosen default and hide it from the ClientPoint info page.

Recipient Viewer Configuration Options

Below is a list of options available for adjusting the recipient viewer experience, with details on how each one works:

  1. Hide Password Field on Client Info

    • Default Set: Hide the password field on the ClientPoint info page.
    • Action: Hides the password field from view.

  2. Default Set or Hide "Live Templates"

    • Default Set: Determines if Live Templates are enabled or hidden by default for recipients.

  3. Default Set or Hide "One Pass Generation"

    • Default Set: Controls whether One Pass Generation (single-click access) is visible to recipients.

  4. Default Set or Hide "Disable Recipient Download & Print Button"

    • Default Set: This option controls whether the recipient has the ability to download or print documents from their ClientPoint.

  5. Default Set or Hide "Disable Notes"

    • Default Set: Determines whether the notes feature is available for the recipient.

  6. Default Set or Hide "Enable Recipient Stats View"

    • Default Set: Determines whether recipients can view statistics related to their ClientPoint.

  7. Default Set or Hide "Enable Client Upload"

    • Default Set: This setting manages whether clients can upload files to the ClientPoint.

  8. Default Set or Hide "Disable GDPR"

    • Default Set: Controls whether GDPR compliance settings are hidden or enabled for recipients.

  9. Default Set or Hide "Disable Prompt for Email"

    • Default Set: Manages whether the system will prompt for a recipient’s email address.

  10. Default Set or Hide "Prompt Client for Signature"

  • Default Set: Determines if recipients are prompted for a signature.
  1. Default Set or Hide "Hide Page Navigation"
  • Default Set: This option hides or shows page navigation for the recipient.
  1. Default Set or Require for "Docx Password"
  • Default Set: Determines if the recipient is required to enter a password to view DOCX files.
  1. Restricting Viewer Login Page by Domain
  • Enable: Restrict access to the viewer login page based on domain.

Conclusion

The Recipient Viewer Configuration settings offer significant control over the recipient experience in ClientPoint. By adjusting the Default Set and Hide options, administrators can simplify the interface for recipients, control access to specific features, and ensure that ClientPoints are presented according to their organization’s needs. Whether it’s enabling document downloads, controlling the visibility of templates, or restricting access based on domain, these settings provide flexibility to meet various user and organizational requirements.

For further assistance or to customize these settings further, you can reach out to support@clientpoint.net.

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