Management Center
Track and manage all your proposals.
- How to Share ClientPoint Video Recordings
- What is ClientPoint Archive, Versioning, Local Edit and Document Comparison
- How to use ClientPoint Redlining & Revision Process
- How to Manage Screen: Engagement Index and Active Session
- How to Countersign a Signed ClientPoint
- How to Disable or Enable a ClientPoint Link or Manage an Expiration Date
- How to Edit Proposal Status in ClientPoint
- How to Reassign a ClientPoint to Another User
- How to Use Management Center Toolbar in ClientPoint
- How to Use Filters in the Manage Tab
- How to Duplicate a ClientPoint
- How to Move a ClientPoint to the Trash
- How to Recover a Trashed ClientPoint
- How to Empty Your ClientPoint Trash