The Advanced Configuration menu in ClientPoint provides administrators with the ability to manage various global settings, fine-tuning the system’s behavior to meet the specific needs of the organization. This section specifically covers the Miscellaneous Configuration options, which control various user interface elements, integrations, and file management capabilities within the ClientPoint environment.
This guide will walk you through the various options available under the Miscellaneous Configuration section, explaining how each setting can impact user experience and document management.
Navigating to the Miscellaneous Configuration Menu
To access the Miscellaneous Configuration settings in ClientPoint:
- Go to Settings: From the ClientPoint homepage, click on Settings.
- Select Advanced Settings: Under Settings, navigate to Advanced Settings.
- Expand Miscellaneous Configuration: Scroll down and expand the Miscellaneous Configuration section to view all available settings.
Miscellaneous Configuration Options
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Default Language
- Description: This setting allows administrators to define the default language for users logged into the system. This setting does not affect recipients.
- Use Case: Ideal for organizations with a global user base, where default language preferences can be set for ease of access and communication.
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Terms of Use
- Description: Administrators can add a link to their Terms and Conditions for recipients, ensuring that legal agreements are easily accessible before proceeding with ClientPoint activities.
- Use Case: Useful for companies that need to present legal terms to clients or users before they can access specific services or documents.
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Enable Opportunity Field Show in Manage Page
- Description: When Salesforce integration is enabled, this option displays the Opportunity Name in the Manage section of ClientPoint.
- Use Case: Important for users who need to track and link ClientPoint activities directly to Salesforce opportunities.
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Disable Merge Tool
- Description: Enabling this option hides the Merge Tool button under the Files > More Settings menu, preventing users from merging files.
- Use Case: Ideal for organizations that wish to restrict merging capabilities due to privacy concerns or workflow rules.
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Disable Google DOCX
- Description: This setting disables the ability for users to create Google Docs in the Content Library or within the Files screen.
- Use Case: Useful for teams that prefer to use Microsoft Office or other document types and wish to limit Google Docs usage.
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Enable Merge PPT Download
- Description: When enabled, users will see a "Download Merged PPT" button in the Download & Print section, allowing PowerPoint presentations (.pptx) to be downloaded as PPT files instead of PDFs.
- Use Case: Beneficial for teams working with presentations who prefer to download the original PowerPoint format for further editing.
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Enable Default Category Select on Manage Screen
- Description: This feature automatically applies a default filter for categories when viewing the Manage screen, streamlining the process of locating specific documents or ClientPoints.
- Use Case: Useful for administrators who want to focus on particular categories or projects by default.
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Show ClientPoint ID on Manage Center
- Description: Displays a unique ClientPoint ID (a 5-digit number) next to each ClientPoint in the Manage section.
- Use Case: Essential for tracking and identifying specific ClientPoints, especially in large databases.
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Swap Print and Send Positions
- Description: Swaps the positions of the Print and Send buttons when creating a ClientPoint. This option customizes the order of action buttons to fit user preferences.
- Use Case: Ideal for teams that prioritize sending documents over printing, or vice versa.
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Do Not Update Existing ClientPoints
- Description: This option prevents updates from being applied to all ClientPoints in the system when a new file is added to the Content Library.
- Use Case: Ensures that existing ClientPoints remain unchanged, which is useful for maintaining the integrity of previously sent documents.
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Hide Print Ability for User Until Status is "Sent"
- Description: Prevents users from downloading or printing a ClientPoint until its status is marked as Sent.
- Use Case: Helps enforce process workflows and ensures that documents are finalized before they are printed or shared.
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Enable Thumbnail View
- Description: Provides a thumbnail preview of all files in the Files section of the Library.
- Use Case: Enhances the user experience by making it easier to visually scan and locate documents based on their thumbnails.
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Set Thumbnail View as Default on File Screen
- Description: This setting makes the Thumbnail View the default display mode in the Files section.
- Use Case: Useful for teams that frequently work with image-heavy or visual documents.
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Enable Digital Assets Management
- Description: This feature enables Digital Asset Management tools, which helps in organizing and controlling digital assets like images, videos, and other media files.
- Use Case: Beneficial for teams who deal with a large number of media assets and need a structured way to manage them.
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Disable Share Feature of Digital Assets Management
- Description: Disables the Share feature for Digital Assets Management, preventing users from sharing media directly from the library.
- Use Case: Ensures that digital assets are kept within the system and not shared externally unless explicitly authorized.
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Enable Draftable Document Comparison
- Description: Allows users to compare draftable documents and view changes made in the Local Edit functionality.
- Use Case: Perfect for teams that need to track revisions and differences between document versions.
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Enable Direct Link
- Description: This feature allows users to copy the direct link to any file within their ClientPoint and share it directly with others.
- Use Case: Facilitates easy sharing of specific documents without needing to send entire ClientPoints.
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Enable Push Notification Widget
- Description: Enabling this option adds a Push Notification Widget to the system, alerting users of important updates or actions.
- Use Case: Helps keep users informed about critical activities within ClientPoint in real-time.
Conclusion
The Miscellaneous Configuration settings in ClientPoint give administrators the flexibility to tailor the platform to their organization's needs, ensuring smooth workflows, secure document handling, and enhanced user experiences. By utilizing these settings, administrators can fine-tune document visibility, sharing permissions, and user interfaces, providing a customized ClientPoint experience for both users and recipients.
These configuration options are ideal for teams that need advanced document management tools, tighter security, or custom workflows. By enabling the appropriate settings, organizations can optimize ClientPoint to better serve their unique operational requirements. For more detailed instructions or assistance, ClientPoint’s support team is available at support@clientpoint.net.