Overview
Redlining documents, especially for collaborative revisions and approvals, can be a complex process. ClientPoint simplifies this by enabling users to track and approve revision requests on Word documents, creating an efficient and secure workflow for document sharing. With ClientPoint's redlining feature, recipients can request edits, and administrators can easily review, accept, or reject changes before finalizing documents. This streamlined process reduces back-and-forth communication, enabling a more cohesive document management experience.
Steps for Tracking and Approving Revision Requests
To use ClientPoint’s redlining features, start by ensuring Track Changes and approval settings are properly configured:
Step 1: Enable "Docx Password" Requirement (Administrators Only)
To enable the tracking feature, administrators should activate the “Docx Password” setting for secure revision management:
- Access Advanced Settings: Go to Settings > Advanced Settings.
- Configure Recipient Viewer: Click on the Advanced Configuration tab, then expand Recipient Viewer Configuration.
- Enable Docx Password: Ensure that Default Set or Require for "Docx Password" is toggled on.
Step 2: Setting Up Track Changes in ClientPoint
When preparing a ClientPoint, enable Word document tracking by following these steps:
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Activate Track Changes: Check the Enter Password for Microsoft Word Track Changes option and add a unique password. This password will allow recipients to edit and suggest changes in the Word document.
- When a recipient accesses a document with password protection enabled in ClientPoint, they will be directed to a login page where they must enter the designated password to proceed. This extra layer of security ensures that only authorized individuals can access and interact with the content within the ClientPoint.
- Add Files for Redlining: In the Files tab, upload the Word documents for redlining. Select the Word file, click More, then choose Downloadable. A green arrow icon will appear, indicating that the file is available for download by recipients.
Step 3: Recipient Downloads and Edits Document
Once the ClientPoint is sent:
- Recipient Downloads Document: Recipients can download the document from the Navigation tab in ClientPoint.
- Edit Document: Recipients can make necessary revisions, adding, replacing, or removing content as needed.
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Return Edited Document:
- If Upload Feature Enabled: Recipients can directly upload the edited document into ClientPoint.
- Alternative Methods: Recipients may also share the edited document through external platforms, such as email or file-sharing apps.
Step 4: Reviewing and Approving Changes
Upon receiving the edited document:
- Open in Word: Open the document in Microsoft Word, go to Review > Accept
- Enter Password: Use the password set in ClientPoint to access the document’s Track Changes feature.
- Review Edits: Accept or reject each change, ensuring accuracy and consistency before finalizing.
Step 5: Updating ClientPoint with Revised Document
To update the shared ClientPoint with the approved changes:
- Access ClientPoint: Go to Manage > Select ClientPoint > Click Edit on the upper left part .
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Update Document:
- Click Local Edit and then Check Out.
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- Select Edited File to upload the revised document.
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- Click Check In to save the updated file.
Once these steps are completed, the next time the recipient accesses the ClientPoint, they will see the approved changes reflected in the document.
ClientPoint’s redlining feature supports a structured and secure method for tracking, editing, and approving Word document revisions. By following these steps, administrators and recipients can collaborate effectively, ensuring document integrity and accuracy while minimizing communication barriers. With ClientPoint, you can streamline document collaboration, making it easier to manage complex revisions and maintain a high standard of communication with your contacts.
For additional assistance, please reach out to support@clientpoint.net.