Settings
Manage your ClientPoint account settings.
Admins
- How to Add, Manage, and Export Users in ClientPoint
- Switching between your Workspaces
- How to Enable/Disable Text Notifications in ClientPoint Enterprise
- How to Use the Parent-Child Relationship Feature in ClientPoint
- What is a Data Table in ClientPoint?
- How to Move ClientPoints to Another Workspace in ClientPoint
Advanced Settings
- How to Access Library to Share or Download any of My Digital Assets
- Advanced Settings | What's in Create ClientPoint Configuration
- Advanced Settings | What's in Miscellaneous Configuration
- Advanced Settings | What's in Signature Configuration
- Advanced Settings | What's in Email Configuration
- Advanced Settings | What's in API Configuration
Content Library > Files
- How to Find the File ID
- How to Find the Template ID
- How to Add and Manage Links in Your ClientPoint Library
- How to Upload Videos in ClientPoint Content Library
- How to Manage Folders in the ClientPoint Content Library: Renaming and Deleting
- How to Manage Files in ClientPoint Content Library
Themes
- How to Apply Themes to Individual ClientPoints
- How to Set Up or Edit the Download Title of a ClientPoint Document
- How to Customize the Theme Style or Update the Font in Your Table of Contents
- How to Use Themes in ClientPoint
- How to Use Themes in ClientPoint
- How to Activate the New Viewer UI (Key Changes)