Articles in this section

See more

Advanced Settings | Create ClientPoint Configuration

Avatar
Elayza Cataluna
  • Updated
Follow

Overview

The Advanced Configuration menu in ClientPoint gives Administrators control over global settings for their accounts. With these settings, you can enable or disable specific features to align ClientPoint with your company’s preferences and workflow needs. One of the main options, "Create ClientPoint Configuration," offers flexible adjustments to key features, such as document security, expiration dates, and viewing permissions. This allows administrators to tailor ClientPoint’s functionality to best serve their teams and clients.

Accessing the Create ClientPoint Configuration Menu

To navigate to the Create ClientPoint Configuration menu, follow these steps:

  1. From your ClientPoint homepage, click on Settings.

settingssss.png

  1. Go to Advanced Settings.

advance.png

  1. Under Advanced Configuration, locate Create ClientPoint Configuration.

Enable or Disable .png

  • In this menu, administrators have the option to enable or disable specific settings, depending on the company's needs and preferences. Below is a detailed description of each option and its purpose.

Configuration Options in ClientPoint

  • Enable Copy ClientPoint on All Pages
    Displays a green “copy link” icon on all ClientPoint pages, allowing users to quickly copy and share links across documents.
  • Enable ClientPoint Finalization
    Disables the finalization prompt on the Send screen, streamlining the sending process by removing the additional prompt.
  • Disable Add to My Library Option
    Prevents users from adding documents to their “My Library” folder when building a ClientPoint. This also disables the “My Template” option, simplifying document management.
  • Disable My Template Option
    Restricts users from creating personalized templates in their Library, ensuring a more standardized use of documents.
  • Require Expiration Date on ClientPoint
    Enables users to set an expiration date for each ClientPoint, which can be useful for time-sensitive information.

unnamed__1_.png

  • Disable Download Receipt When Using Download and Print
    Removes the standard text that typically appears each time a ClientPoint is downloaded or printed.

 

unnamed.jpg

  • Disable ClientPoint Locking
    Prevents ClientPoints from being locked, offering greater flexibility in document editing and updates.

  • PDF Password Protection
    Allows users to add a password to the PDF document, which restricts editing without entering the correct password for added document security.

  • Allow All Users to Search Contacts from Selected Workspace
    Controls whether users can search for contacts within a selected workspace. If disabled, contact searches will be limited.

  • Prompt Template Usage for New ClientPoint
    Displays available templates to the user when they access the Files section to create a new ClientPoint, streamlining the process with ready-to-use templates.

unnamed__2_.png

  • Enable ClientPoint approval before sending: This setting will be applied to every single ClientPoint and approval will be required before it could be sent. The admin has a couple of options:
    - CRM only: Some configurations would need to be made in the CRM for the approval to happen. Please contact your Client Success Coordinator to enable this setting.
    - ClientPoint Only: Approvals will be done in the ClientPoint system. 
  • Set Revenue Field Optional: The "Revenue" field will not be mandatory to fill in the Info section if this is switched on.
  • Enable Restricting Viewer Login Page by Domain: This is an added security setting. This allows the user to specify certain domains which will be allowed to view a particular ClientPoint. Once enabled, the domain can be specified in the Info section.

unnamed__3_.png

  • Extend Expiration Date After Signature
    Automatically extends the expiration date of a ClientPoint by a set number of days once it’s signed, allowing for additional access post-signature.
  • Enable Meeting Scheduler
    Activates the meeting scheduler in the Add To ClientPoint dropdown, allowing users to schedule meetings directly within a ClientPoint.

scheduler.png

Saving the Settings

Once you’ve made your selections, click Save to apply the configuration changes. These settings will now be in effect, providing tailored functionality for all ClientPoints created within the system.

The Advanced Configuration menu in ClientPoint’s Create ClientPoint Configuration section provides powerful customization tools that allow administrators to optimize how ClientPoint is used within their organization. By enabling or disabling various options—such as security settings, approval requirements, and document management preferences—you can create a more streamlined, efficient experience tailored to your team’s workflow and client needs. Remember to save your changes after configuration to ensure they’re applied. This flexibility in settings supports better client communication and enhances control over shared content, making ClientPoint a valuable asset in managing client interactions effectively.

Have any questions? Please contact support@clientpoint.net.

Related articles