The One Pass Template in ClientPoint represents an advanced approach to template creation and utilization, providing users with streamlined efficiency and customizable options for generating ClientPoints. This feature is designed for ease of use and enhanced workflow, leveraging templates pre-created by administrators.
Key Features of the One Pass Template
- Admin-Configured Templates: One Pass Templates are pre-built by admins, ensuring they are tailored to user and organizational needs.
- Enhanced Auto-Fill: When users fill out their Info Page accurately, much of the template information auto-fills, reducing manual input.
- Rich Text Editor: If enabled by the admin, users can customize the document(s) using HTML text. This allows changes to fonts, colors, and styling directly within the form builder.
- Tree Builder Logic: When included, users can navigate through "if/then" scenarios, making the template adaptive to specific needs.
Note: One Pass Template is available as an add-on for Sales Accelerator. For Enterprise accounts, One Pass Template is available upon request. For assistance, please email support@clientpoint.net.
Here’s how it works:
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Initiate a New ClientPoint:
- Start by following the usual steps for creating a ClientPoint.
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Locate the Template:
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In the file selection phase, find the One Pass Template. If unsure, contact your admin for guidance.
Customize the Template:
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- Open the form builder by double-clicking the template.
- Review auto-filled fields from your Info Page and verify their accuracy.
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Manually fill in any blank fields.
Use Advanced Editing Features (if enabled):
- Modify the document using the Rich Text Editor, adjusting styling and HTML elements.
- Navigate logical paths in the Tree Builder, if applicable.
- IF your admin created a Tree Builder, you’ll see the tab at the top. Click that to go through some if/then situations.
Submit and Revise:
- Submit the template once satisfied with the content.
- If adjustments are required, select the document on the ClientPoint side and use the Edit function.
- Remember to save changes.
Availability and Support
- The One Pass Template is an add-on for Sales Accelerator and available to Enterprise accounts upon request.
- For assistance with setup or troubleshooting, email support@clientpoint.net.
Conclusion
The One Pass Template is a powerful tool for users looking to streamline the ClientPoint creation process. By leveraging admin-configured settings, auto-fill capabilities, and advanced features like Rich Text and Tree Builder, users can efficiently produce customized and professional documents. This functionality enhances both productivity and user experience, ensuring consistency and ease of use across teams.
For further inquiries or setup requests, reach out to support@clientpoint.net.