Bulk Uploads in ClientPoint

Bulk uploads in ClientPoint are designed to simplify the process of adding multiple documents simultaneously, whether to a single ClientPoint or the Content Library. This feature saves time and ensures efficiency when handling multiple files. Below is a breakdown of how to perform bulk uploads and their key distinctions.

Bulk Uploads to a Single ClientPoint

This process allows you to upload multiple documents directly into an individual ClientPoint without storing them in the Content Library.

Steps:

1. Navigate to the Files tab and click Add to ClientPoint.
2. Select Select Document and choose one or more documents from your folder browser.
3. Rename the file names as they will appear to the recipient.
4. Click Submit to finalize the upload.
5. The files will be listed on the left side of the Files screen.

Note: These documents are added directly to the ClientPoint and will not be saved in the Content Library.

Bulk Uploads to the Content Library

This method is ideal for storing multiple documents centrally in the Content Library for future use across various ClientPoints.

Steps:

1. Navigate to Settings > Content Library.
2. Choose the folder where the files will be stored.
3. Click Add to Library and then Upload Document.
4. Select Select Files and choose multiple documents from your folder browser.
5. Rename each document:
   • Library Name: The name visible in the Content Library.
   • TOC Name: The name recipients will see.
6. Click Submit to finalize the upload.
7. You will receive a notification once the files are successfully uploaded.

Key Differences Between Upload Methods

• ClientPoint Uploads: Files are uploaded for immediate use in a specific ClientPoint and do not remain stored in the Content Library.
• Content Library Uploads: Files are stored for reuse across multiple ClientPoints and allow for broader organization.

Conclusion

Bulk uploads in ClientPoint provide flexibility and convenience for handling multiple documents. Users can choose between adding documents directly to a ClientPoint or centrally storing them in the Content Library, depending on their needs. This functionality optimizes workflow and supports efficient document management.

For further assistance, contact support@clientpoint.net.