The Advanced Configuration menu in ClientPoint provides administrators with control over global settings that customize the behavior and presentation of ClientPoint accounts. These settings can help optimize user experiences and manage how recipients interact with ClientPoint documents and features.
Navigating to View ClientPoint Configuration
To access the View ClientPoint Configuration options:
- Go to Settings: Navigate to the settings menu from the homepage.
- Select Advanced Settings: Under settings, click on the Advanced Settings tab.
- Go to Advanced Configuration: Ensure you're on the Advanced Configuration tab.
- Expand View ClientPoint Configuration: Scroll down and expand this section to access the miscellaneous options.