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
- Using Merge Tags in ClientPoint
- Reserved Merge Tags in ClientPoint
- Custom Merge Tags in ClientPoint
Signature/eSign
- New ClientPoint Sign Exit Feature
- Enabling CFR Part 11 Compliance in ClientPoint Sign
- ClientPoint Sign: Simplify Your Document Signing Process
- ClientPoint Sign Tags
- ClientPoint Sign Configuration from the Content Library
- ClientPoint Sign | Enable and Set Up Esignature
Product Library
- Connecting your Microsoft OneDrive with the Content Library to Import Files
- File Accessibility with Thumbnail View
- How to Update Products in the Content Library
- Snippets in ClientPoint
- Assets in ClientPoint
- Exporting Products from ClientPoint
Templates
- Content Library Published and Unpublished Versions + Version History
- 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