Content Library & Templates
Learn more about merge documents, tools, products and templates.
Merge Tags and Documents
- How to Use the Hamburger Menu (three stacked lines) in ClientPoint Library
- How to Set Up a Downloadable File {by Default)?
- How to Create and Upload an Advanced Merge Document in ClientPoint
- How to Use Merge Tags in ClientPoint
- How to Use Reserved Merge Tags in ClientPoint
- How to Use Custom Merge Tags in ClientPoint
Signature/eSign
- RightSignature Is Sunsetting: How to Transition Seamlessly to ClientPoint Sign
- New Update: ClientPoint Sign Decline Feature
- How to Set Up a File in MyLibrary with ClientPoint Sign Enabled
- ClientPoint Sign 2025 Enhancements
- How to Use the New ClientPoint Sign Exit Feature
- How to Enable CFR Part 11 Compliance in ClientPoint Sign
Product Library
- How to Use ClientPoint Lead Capturing Tool
- Connecting your Microsoft OneDrive with the Content Library to Import Files
- How to use File Accessibility with Thumbnail View
- How to Update Products in the Content Library
- How to Use Snippets in ClientPoint
- How to Manage Assets in ClientPoint
Templates
- What is Content Library Published and Unpublished Versions + Version History
- How to make ClientPoint Template Draft Mode
- What Are Live Templates and why should I use them?
- What Is a Template in ClientPoint?
- How to Create Templates in ClientPoint
- How to Use a Template in ClientPoint