Overview
The ClientPoint Content Library is a powerful tool for managing files and proposals, helping you present content in an organized and streamlined way. By adding folders, you can enhance the organization of your files, making it easier for users and guests to navigate through documents. Folders also offer customization options such as expandable and collapsible views, as well as privacy settings, allowing you to control who can see each folder's contents. This guide provides step-by-step instructions for creating folders within ClientPoint and tailoring their settings to suit your preferences.
Steps to Add Folders in ClientPoint
1. Start by Creating a New Proposal
As you begin a new proposal, navigate to the Files section in ClientPoint or to Settings > Content Library. Select Add to ClientPoint and choose the Add Folder to ClientPoint option.
2. Set Up Folder Details
A popup window will appear, allowing you to configure the folder details. Here’s a breakdown of the options:
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Folder Name: Provide a clear, descriptive name for your folder to make it easy to identify.
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Privacy Settings: Choose the level of visibility for your folder’s contents. Privacy options include:
- Everyone: Accessible to anyone with access to the ClientPoint.
- Recipients Only: Visible only to recipients added to the specific ClientPoint.
- Hidden Externally: Visible to internal users only, hidden from all external guests.
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Expand/Collapse Folder: For a streamlined navigation experience, you can enable the folder to expand (showing all files within) or collapse (showing just the folder name) in the navigation.
3. Add Items to the Folder
Once your folder is created, double-click on the folder name to open it and add the desired content. Simply select and move files into the folder to keep related items together and organized.
4. Save Your Work
When you've finished organizing your files and folders, make sure to click Save to confirm your changes and complete the setup.
Conclusion
Organizing files within folders in the ClientPoint Content Library can greatly enhance your team’s efficiency and create a better experience for guests. With the ability to set folder privacy, expand or collapse folders, and easily add content, you can customize each proposal for clarity and ease of navigation. This folder feature allows you to present information in an organized and secure way, making it easier for recipients to find and focus on key information.
If you have any questions, please feel free to reach out to our support team at support@clientpoint.net.