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Features for Uploaded Documents in the Library

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Elayza Cataluna
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ClientPoint's Content Library offers administrators extensive control over document settings to ensure optimal functionality and user experience. This article details the available features and their descriptions, empowering administrators to make the most of the platform when uploading files to the Content Library.

Overview: Document Features in the Content Library

When uploading a document, administrators can enable or disable specific features under Settings > Content Library > Files.

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These features determine how files behave within ClientPoint, including visibility, editability, and functionality. Below is a detailed explanation of each feature.

Key Features and Their Descriptions

  1. Required

    • Purpose: Automatically adds the document to the Files section within a ClientPoint. Users are not allowed to delete this document, ensuring it remains mandatory for use.
    • Use Case: Ideal for compliance-related documents or templates that must always be included.

  2. Default

    • Purpose: Automatically adds the document to the Files section. However, users have the option to delete it if it's unnecessary for a specific ClientPoint.
    • Use Case: Suitable for commonly used templates that may occasionally not be required.

  3. Internal

    • Purpose: Limits document visibility to the user; it will not be visible to the client. By default, all recordings within a ClientPoint are set to Internal.
    • Use Case: Useful for internal notes, drafts, or proprietary materials.

  4. Print Only

    • Purpose: Restricts the document to printing functionality. It cannot be viewed in the client viewer or user preview.
    • Use Case: Ideal for sensitive files intended solely for physical distribution.

  5. Downloadable File

    • Purpose: Allows the document to be downloaded in its original format. If unchecked, the document is converted to a PDF during download.
    • Use Case: Perfect for distributing editable files, such as spreadsheets or Word documents.

  6. Draft

    • Purpose: Marks the document as inactive. It cannot be used or viewed until it is updated from draft status.
    • Use Case: Useful for files under review or awaiting final approval.

Conclusion

The features available for uploaded documents in ClientPoint's Content Library provide robust options for managing file accessibility, visibility, and functionality. By understanding and leveraging these settings, administrators can streamline workflows, maintain compliance, and enhance the user experience. For additional support or inquiries, contact support@clientpoint.net.

This functionality ensures your documents are used and managed effectively within the platform, making ClientPoint a versatile and powerful tool for document management.

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