ClientPoint Testing Mode
There is a function of ClientPoint called “Testing Mode” which allows you to run a ClientPoint template that is in draft mode and/or review unpublished files and fragments. This mode as the name indicates helps test templates, files and fragments that are still being developed or haven't been published yet.
Enable Testing Mode on the Info screen when creating a ClientPoint. Once Testing Mode is enabled on a ClientPoint it cannot be disabled.
A ClientPoint with Testing Mode enabled will be indicated with a T icon under Manage.
You’ll also see a message while editing the ClientPoint that the ClientPoint is in Testing Mode.
Unpublished files that are being tested are indicated with a red clock in the file type icon. In the screenshot below, the three files that are unpublished are Chapter_01-07, Chapter_08 and Chapter_12 indicated with the red clock in the icon. The same icon is present on draft templates.
ClientPoint Template Draft Mode
Administrators can create draft templates for new templates. Draft templates are saved but not published. Draft templates can be tested by Administrators by enabling “Testing Mode” when creating a new ClientPoint. Templates that have been published cannot be set to draft.
To enable Draft on a template, on the Info screen toggle “Draft Template” to on. A Draft Template can be published at any time. Once a Draft Template is published, the template is available to all users based on Workspace and Division access.
When you create a draft template, it is saved but not published. You can continue working on it until it's ready to publish.
To add a draft template
- Click “New”
- Change status to “Templates”
- Under Advanced Settings, enable “Draft template”
- Click Save and Continue
To publish a template, while in the template click “Click here to publish.” at any time from the Overview, Info or File screen.
All files and fragments that are unpublished within the draft template will be published once the template is published.
Content Library Published and Unpublished Versions + Version History
Managed published and unpublished versions of your Files and Fragments within your Content Library under Settings > Content Library > Files and Settings > Content Library > Fragments.
When you are ready for an updated version of a File or Fragment to be viewed by others, publish it. Not ready for an updated version of a File or Fragment to be viewed by others but you’d like to test it, upload the new version as draft or unpublished.
Draft and publish versions are supported for
- Files (ie. docx, pptx, excel)
- Fragment
How do you upload a draft/unpublished version of your file
- Navigate to the content library where your file is located.
- Select the file that you’d like to upload an updated version of and do the following:
a. Click “Choose File” under Upload a File
b. Select the file in the file explorer
c. Click “Submit”
d. You’ll be prompted “Do you want to publish the version immediately or is it a draft unpublished version for testing?”
e. Choose “Draft”
f. There is an draft indication under Settings shown as the following icon:
g. This is how the file is shown in your library that has a draft version
How do you publish a draft/unpublished version of your file
- Navigate to the content library where your file is located.
- Select the file that you’d like to publish that has a draft/unpublished version.
- Click “Edit”
- You’ll be prompted to “This file has an unpublished version. Are you sure you want to update the unpublished version?”
- Click “Yes” to publish. If you’re not ready to publish, click No to upload a new draft version of the file.