To add multiple documents at once into a single ClientPoint:
1. In the Files tab, click Add to ClientPoint
2. Click Select Document
3. Select one or more documents within the folder browser
4. You will be prompted to rename the file names, as they will appear to the recipient
5. Click Submit
6. Once the files have loaded, they will be listed to the left of the Files screen. Please note, adding documents this way will not save the documents to the Content Library.
To upload multiple documents at once within the Content Library:
1. Go to Settings > Content Library
2. Select the folder where you wish to upload your files
3. Click Add to Library
4. Click Upload Document
5. Click Select Files
6. Select one or more documents within the folder browser
7. You will be prompted to rename each document. The Library name is the name, as it appears in the Content Library. The TOC name is the name, as it will appear to your recipients.
8. Click Submit at the bottom of the screen
9. You will receive a notification once the files have been uploaded successfully
Have any questions? Please contact support@clientpoint.net.