Themes in ClientPoint

Overview of Themes in ClientPoint

The Themes feature in ClientPoint is a powerful tool designed to support brand consistency across divisions and client interactions, making your brand instantly recognizable and memorable. Themes provide administrators with control over visual branding elements, ensuring a seamless and cohesive experience that aligns with your brand’s identity. Through Themes, you can customize various elements such as logos, colors, fonts, backgrounds, and even email settings, creating a unique and unified appearance for all users and guests accessing your ClientPoints.

Importance of Themes in Brand Consistency

In any professional setting, consistent branding across digital platforms is essential for establishing credibility and building a strong, recognizable identity. ClientPoint’s Themes feature allows organizations to:

1. Brand Consistency
   Themes allow companies to maintain a uniform brand appearance, reinforcing brand values and creating a cohesive experience for clients. By managing logos, fonts, colors, and more, businesses can ensure that every interaction with clients reflects their branding guidelines.

2. Professional Presentation
   A well-designed Theme reflects professionalism and attention to detail. It enhances the perception of reliability and quality, crucial for establishing trust with clients and partners.

3. Enhanced User Experience
   The ability to control aspects like login messages, font styles, and color schemes allows businesses to provide a user-friendly and welcoming experience that aligns with their brand ethos, improving client engagement.

4. Tailored Branding for Different Divisions
   ClientPoint's Themes can be customized for specific Divisions, making it easy to apply relevant branding to different departments, teams, or product lines within a company. This flexibility allows for targeted branding without compromising on consistency across the organization.

How to Set Up and Manage Themes in ClientPoint

• Creating a New Theme
• • From the homepage, navigate to Settings > Themes.

• • Select Add New Theme to start creating a customized look. Alternatively, use the Duplicate function to base a new Theme on an existing one.

• Applying Themes to Divisions

  • Themes can be associated with one or more Divisions, ensuring that relevant branding is applied across different parts of the organization as needed. The administrator can set these preferences for the organization.

• Editing Existing Themes

  • Go to Settings > Themes and click Edit next to the Theme you want to update. Modify as needed to keep branding fresh and consistent across divisions.

• Default Company Theme

  • A default Theme is automatically created for your company, and it includes the default logo and design. This default Theme cannot be deleted and will appear on your company’s unique subdomain for a consistent look upon login.

Theme Categories and Customization Options

ClientPoint Themes are highly customizable, and administrators have control over four primary categories:

1. Theme Files

This section enables you to select and upload specific images and files for consistent branding:

• Company Logo: Used for login and cover pages. Images should be less than 200KB, in JPG format, and sized 196x108px.
• PDF Background of TOC (Table of Contents): Allows the upload of a PDF file as a TOC background.
• Login Background Image: Customize the background image (1920x1080px) for the login screen.

2. Viewer Theme Style

In this category, administrators can select fonts and colors for pages and navigation elements, as well as adjust the overall theme style:

• Font Style: Choose fonts for the entire ClientPoint interface.
• Auto Theme Color: Set one primary color for automatic color customization, with options to adjust colors individually as needed.

• Header & Navigation Colors: Customize colors for headers and navigation bars.

• CustomerOS Colors: Set primary and secondary colors specific to CustomerOS for a cohesive look.

3. Viewer Login Style

Customize the login screen with specific colors, text, and settings:

• Header Text: Customize the header text for the login page.
• Hosted By Settings: Adjust host settings displayed on the login screen.

• Login Welcome Message: Add a welcome message and company logo for a branded welcome.

• Viewer Login Button Text: Customize the text for the login button.

4. Advanced Settings

For administrators with specialized requirements, the Advanced Settings category allows fine-tuned customization:

• Email Settings: Customize email subjects, messages, and footers for different client interactions.

• E-signature Message: Add a specific message for e-signature requests.

• GDPR Compliance: Enable GDPR options, including checkbox and consent messages, for data privacy.

• Document Overlay Header/Footer: Customize document overlays, headers, footers, and margins.

• Custom CSS Styles: Advanced users can apply CSS to further enhance and personalize the Theme.

Applying Themes to Divisions

Once you create a Theme, it can be applied to one or more Divisions, providing flexibility and organization for branding across your organization. This capability ensures that each Division, such as departments or project groups, can have a unique Theme or a shared Theme, as needed. The Themes feature supports Company-Wide settings or can be set at the specific Workspace level.

Conclusion

ClientPoint’s Themes feature is a valuable tool that enables organizations to maintain a strong and consistent brand identity across all user and client touchpoints. By using Themes, administrators can create an attractive, professional experience that resonates with the audience and reinforces brand credibility. Whether you are sharing documents, logging in to the platform, or sending branded emails, the Themes feature in ClientPoint ensures that every interaction reflects the essence of your brand.

If you have any questions or require assistance with setting up or managing Themes, please contact support@clientpoint.net for support.