Templates
Templates provides consistency and saves time. Build reusable proposals.
- What is Content Library Published and Unpublished Versions + Version History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
- How Do I Find And Edit My Templates?
- How to Save Your ClientPoint as a Template
- How to Use Template Prompts in ClientPoint
- What is a One Pass Template?
- How to Set Up One Pass Template for Administrators
- How to Use One Pass Template - Syntax for Conditions
- How to Use One Pass Templates in ClientPoint (For Users)
- How to Use Sub Forms in ClientPoint