ClientPoint Release Announcement - February 26, 2018
Announcing the latest version of ClientPoint. We are proud to announce the following new features. Please keep an eye out for these new features in your account.
Internal Sharing Screen Improved
The Internal Share screen which can be accessed from the Send screen when building a proposal has been redesigned. We have changed the interface to provide a much easier sharing experience with the ability to share notifications in addition to the current functionality to share access internally to a proposal. Users can now enable/disable these notifications allowing the group of people with access to edit the proposal the ability to also receive the following notifications:
Library Expiration Notifications
Administrators and Division Administrators will now receive a 7 day and 24 hour prior email notification for library files which are expiring. As an administrator if you would like to turn this feature on or off for some of your other administrators you can change the File Expiry Notification setting in settings->Company Setup->Users when editing the user.
Updated Salesforce Panel for ClientPoint
We have updated the ClientPoint panel in Salesforce with a clean title bar, redesigned new button, and color coding of the view status.
Make a File Internal from the Files Screen
All Paperless users can now make any file as “Internal” from files screen while working on a proposal. This will allow you to include a file in a proposal that will not be presented to the recipient of the proposal. This is a great feature that was just available to an administrator in the library. Now a user can keep important internal files together with the proposal files. Any file which is set to be “Internal” from settings->Library Setup->Library will be forced to stay internal and cannot be changed by a user.
Default the Downloadable Setting in Settings
Admins will be able to make any library file default to downloadable. This is in addition to the current ability for a user to do so on the files screen in a proposal. If this setting is enabled on a file in Settings->Library recipients can download the base file in its uploaded format not just the PDF while viewing the proposal.
Other Improvements and Resolved Issues
We truly hope you enjoy the enhancements and that they bring even more power to your proposals.
For any comments or questions please email email@example.com.
Have a great week,