Settings

Admins

• Switching between your Workspaces
• Parent Child Relationship
• How do I move ClientPoints into another Workspace?
• Managing Users in ClientPoint
• Edit the Login Page for your ClientPoint Recipients
• Customize the ClientPoint Link

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Advanced Settings

• Access Library to share or download any of your digital assets
• Advanced Settings | Miscellaneous Configuration
• Advanced Settings | Signature Configuration
• Advanced Settings | Email Configuration
• Advanced Settings | API Configuration
• Advanced Settings | View ClientPoint Configuration

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Content Library > Files

• Create a shortcut for files in your content library
• Bulk Uploads
• Fragments
• Features for Uploaded Documents in the Library

Themes

• How to Customize the Theme Style or Update the Font in Your Table of Contents
• Themes
• Using Themes creating personalized experiences and promotions
• New ClientPoint Viewer UI
• GDPR Compliance Setting