We know how important templates are for your ClientPoint, so we've made some amazing enhancements to make ClientPoint generation even quicker! If you love the ClientPoint you just made, including what you filled into the entry forms, you can now save it as a template straight from the files page!
Here’s how it’s done:
- Open an existing ClientPoint you've created and go to the File page or create a ClientPoint.
- On your Files page, click on More and click on Save as Template
- Enter a name for your template
- At this point, if you’d like to save the entries you've made within the merge documents and tools within the ClientPoint, check Save Form Entries. If not, leave Save Form Entries unchecked.
- Click Save
Have any questions? Please contact support@clientpoint.net.