ClientPoint provides an efficient way to update files stored within the Content Library without the need to delete and re-upload documents. This feature streamlines the process of making changes to files, ensuring that any updates are automatically reflected in all templates that use those documents.
Steps to Update Files in the Content Library
-
Download the Original File:
- Go to the Content Library by navigating to Settings > Content Library.
-
- Select the file you wish to update.
- Click on the Download Original button to download the document to your computer.
-
Make Changes to the Document:
- After downloading the file, make the necessary changes using your preferred document editing software.
- Once your changes are complete, click Save to save the updated version of the file.
-
Upload the Updated Document:
- Return to the Content Library in ClientPoint and select the same file again.
- Click the Edit button for that document.
-
Replace the Original File:
- Click Choose File to select the updated version of the document from your file browser.
- Once you select the updated document, it will replace the original version in the Content Library.
-
Automatic Update in Templates:
- The updated document will now be saved within any templates that previously contained the original document, ensuring all relevant templates are up to date without needing to be manually edited.
Conclusion
This process allows for easy file updates within the Content Library, providing flexibility and saving time. By simply replacing the original file, any document changes are automatically reflected across templates, keeping your content organized and current. This feature is particularly useful for managing templates that require regular updates, ensuring that all users are working with the most up-to-date files.
For more details or any questions, you can contact support@clientpoint.net.