Direct Links in ClientPoint offer a convenient way to share specific files within a ClientPoint workspace, helping recipients quickly access the content they need without navigating through the full ClientPoint. By using Direct Links, you can direct your recipient’s attention to new or updated content right away, enhancing their experience and improving workflow efficiency.
Benefits of Using Direct Links
Direct Links provide several advantages for ClientPoint users:
- Easy Access to Specific Files: Direct Links allow users to go straight to the intended file, bypassing other content.
- Targeted Content Delivery: Useful for highlighting important documents, videos, or updates, making it easier to draw attention to specific items.
- Time Savings: By guiding users directly to the necessary file, Direct Links reduce the time they spend navigating the ClientPoint interface.
Enabling Direct Links
To use Direct Links in your ClientPoint account, they must be enabled in the settings:
- Go to Settings > Advanced Settings > Advanced Configuration.
- Find and expand the Miscellaneous Configuration section.
- Turn on Enable Direct Link and click Save.
Once enabled, Direct Links can be generated from any file within a ClientPoint.
How to Create and Share Direct Links
- Navigate to the Files Tab: Within the specific ClientPoint you wish to share, go to the Files Tab.
- Copy the Direct Link: Hover over the file you want your recipient to access first, and select Copy Direct Link. This link will direct your recipient to this file upon opening the ClientPoint.
- Share the Link: Paste and share the copied link with your recipient(s). Upon opening, they’ll be taken directly to the specified file, although they will still have access to all other ClientPoint content after logging in.
This feature is particularly useful when:
- You want to highlight urgent documents that need attention (e.g., contracts or agreements).
- You aim to direct users to specific media, such as an introductory video.
- Open up the Files Tab for the ClientPoint you wish to share
- Hover over the file you wish for the recipient(s) to view as soon as they enter the ClientPoint, and click on Copy Direct Link
- Paste the link and share with your recipient(s). With this pasted link, they will be directed to the file you generated the link from, upon opening the ClientPoint.
Ensuring a Smooth Experience
Recipients must log in with an email to access the ClientPoint content, but the Direct Link feature provides immediate access to the specific file, helping streamline the viewing process. For any additional help or support, please contact support@clientpoint.net.
Direct Links are a powerful tool to help ensure that your clients and team members stay focused on the files that matter most, keeping everyone on the same page and aligned on priority tasks.