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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.
Community Dashboards - Updating your Community DashboardThis article walks through how to make updates to your Community Dashboard.
Community Dashboard - Changing the credentials on your Community DashboardThis article walks through how to change the credentials in WordPress using API Keys created in your ClearPoint account.
Community Dashboard - Creating and inserting shortcodes on your Community DashboardThis article walks through how to create and use shortcodes on your Community Dashboard.
Community Dashboard - Installing the ClearPoint Chrome PluginThis article walks through how to install the ClearPoint Content Generator Plugin.
Custom Dashboard URLsOur custom URL feature allows you to create your own branded URL like dashboard.metropolis.gov for your community dashboard.
Community Dashboard FAQsLearn the answers to frequently asked questions about the Community Dashboard.
Measure Libraries - Peer-To-Peer SharingThis article explains how Peer-To-Peer sharing works.
Measure Libraries - Managing Measures in Use in Measure LibraryThis article walks through how to manage which data is being shared in the Measure Library.
Measure Libraries - Managing the Library Measures PageThis article will walk through how to navigate the Library Measures Page.
Measure Libraries - Contributing Measures to the Measure LibraryThis article will walk through what Measure data you are going to share with other member organizations.
Measure Libraries - Adding Peer Data from the Measure LibraryThis article explains how to add Peer Data from the Measure Library.
Measure Libraries - Accessing the Measure LibraryThis article explains how to access the Measure Library in ClearPoint.
Alerts & Notifications - Setting up a notificationThis article explains how to set up a Notification in ClearPoint.
Alerts & Notifications - Notification SettingsThis article walks through Notification settings in ClearPoint.
Alerts & Notifications - Navigating the Alerts InboxThis article explains how to manage the Alert Inbox in ClearPoint.
Alerts & Notifications - Notifications for your reporting processThis article walks through how to configure notifications for your reporting process in ClearPoint.
Approvals in ClearPoint Strategy