Creating templates in ClientPoint is now easier than ever, thanks to enhancements that allow users to save existing ClientPoints directly as templates. This feature is particularly useful for streamlining repetitive workflows and maintaining consistency in document generation.
Steps to Save a ClientPoint as a Template
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Access the ClientPoint:
- Open an existing ClientPoint you've created, or start by creating a new one.
- Navigate to the Files Page within the ClientPoint.
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Save the Template:
- On the Files Page, locate and click on More, then select Save as Template.
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Name Your Template:
- Enter a descriptive name for the new template to identify it easily for future use.
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Optional: Save Form Entries:
- If you want to include the entries made within the merge documents and tools, check the box for Save Form Entries.
- If you'd prefer a blank template without prefilled entries, leave the option unchecked.
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Finalize:
- Click Save to create the template.
- Click Save to create the template.
Key Benefits
- Streamlined Workflows: Quickly save and reuse well-crafted ClientPoints without starting from scratch.
- Customizable Options: Choose whether to include prefilled form entries based on specific use cases.
- Enhanced Efficiency: Speeds up ClientPoint generation for recurring tasks, ensuring consistency and saving time.
Support and Assistance
For questions or further assistance, contact support@clientpoint.net.
Conclusion
The ability to save ClientPoints as templates directly from the Files Page is a game-changer for efficiency and consistency. Whether preserving specific entries or starting with a clean slate, this feature offers flexibility tailored to various user needs. By leveraging this enhancement, teams can simplify their workflows, enhance collaboration, and ensure high-quality document creation every time.