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Collaborate
Collaborate

Work together in ClearPoint to do great things

Collaborate With Your Team - Creating and sending email remindersThis article walks through how to create and send email reminders for the users in your ClearPoint organization.
Collaborate With Your Team - Emailing a page in ClearPointThis article walks through how to email a page in ClearPoint.
Collaborate With Your Team - Reporting WorkflowsThis article walks through how to set up and manage Reporting Workflows in ClearPoint.
Collaborate With Your Team - Microsoft Teams IntegrationsThis article will walk through how to integrate ClearPoint with Microsoft Teams.

Exports & Share information - Managing HTML templatesThis article explains how to manage HTML templates for publishing information in ClearPoint.
Exports & Share information - Adding confidentiality statement to a Briefing BookThis article explains how to add a confidentiality statement to a Briefing Book in ClearPoint.
Exports & Share information - Embedding a ClearPoint HTML export in an iframeThis article explains how to embed an HTML exported report from ClearPoint in an iframe.
Exports & Share information - Exporting Summary Reports to ExcelThis article explains how to export Summary Reports to Excel in ClearPoint.
Exports & Share information - Embedding Charts from ClearPointThis article explains how to embed Charts from ClearPoint in your intranet or public website.
Exports & Share information - Creating and selecting Briefing Books contentThis article explains how to create and select what content to include in Briefing Books templates in ClearPoint.
Exports & Share information - Editing a Briefing Book TemplateThis article explains how to edit a Briefing Books template in ClearPoint.
Exports & Share information - Exporting single pagesThis article explains how to export single pages in ClearPoint.
Exports & Share information - Exporting Measure Data TablesThis article explains how to export Measure Data Tables in ClearPoint.
Exporting & Share Information - DashboardsThis article walks through how to add and manage Dashboards in ClearPoint.
Exports & Share information - Adding attachments to ClearPointThis article explains how to upload attachments to ClearPoint.
Exports & Share information - Manage Briefing Book templatesThis article explains how to manage Briefing Books templates in ClearPoint.
Security Recommendation: iFramesThis article will outline the key risks associated with iFrames and explain why we don't recommend using them in ClearPoint.