C H A T P O I N T

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Frequently Asked Questions

Or visit Help Center for more info

ChatPoint

ChatPoint is an innovative documentation and collaboration system that unifies folders, files, and chats into one complete team solution, with remarkable trace and search capabilities, moving you and your teams forward to operation excellence.

Web
  1. Go to https://www.chatp.com/chatpoint/
  2. If this is your first time signing in, you should see the following screen:
  3. Fill in the required information:
    1. Login Name
      [The sign-in ID, no space, login name not equivalent to user name]
    2. Password
      [Password for the sign-in]
    3. Domain
      [A unique work code for a workdomain applied before the primary user login account is created.]
iOS/Android
  1. Launch ChatPoint app.
  2. If this is your first time signing in, you should see the following screen: 
  3. Fill in the required information:
    1. Login Name
      [The sign-in ID, no space, login name not equivalent to user name]
    2. Password
      [Password for the sign-in]
    3. Domain
      [A unique work code for a workdomain applied before the primary user login account is created.]
Web
  1. Access login screen. 
  2. Click [FORGET PASSWORD], then popup a screen and ask your information process the password recovery, then click [RECOVER]. 
  3. Fill in the required information:
    1. Login Name
      [Account login name]
    2. Domain
      [Workdomain code ordered]
    3. Email Address
      [Password will be sent to the email address you specified in User Detail]
  4. Access your specified email and obtain the password.
iOS/Android
  1. Access login screen. 
  2. Tap [Forget Password], then popup a screen and ask your information process the password recovery, then tap [Recover]. 
  3. Fill in the required information:
    1. Login Name
      [Account login name]
    2. Domain
      [Workdomain code ordered]
    3. Email Address
      [Password will be sent to the email address you specified in User Detail]
  4. Access your specified email and obtain the password. 
Web
For any user type
  1. Login by user.
  2. Click the user’s photo at the top of the screen left.
  3. Then pop up the user account info screen. 
  4. Click the [CHANGE PASSWORD] on the user account info screen, and change the login password.
For user type of (Business Owner, Admin)
  1. Login by user of Business Owner or Admin.
  2. Click the  user administration icon at the top of the screen left, then turn into a list of all assigned users.
  3. Click the selected user, and turn into the [User Detail] screen of the selected user.
  4. Click the [CHANGE PASSWORD] on the user account info screen, and change the login password.
  5. Click [SAVE] to accept the update.
iOS/Android
For any user type
  1. Login by user.
  2. Go the System Setting master menu and select [Settings].
  3. The [Settings] menu will pop up. Select [Account] to navigate to user account detail screen.
     
  4. Tap the [Change Password] to change the password.
For user type of (Business Owner, Admin)
  1. Login by user of Business Owner or Admin.
  2. Go the System Setting master menu. Then tap the  selection, then popup a list of users.
  3. Tap the selected user on the user list, then turn into the account maintenance screen of the user.
  4. Select [Set Password] to change the password.
  5. Click [SAVE] to accept the update.
Web

You may access the help center by the following ways:

  • At the login screen:
    1. Select [Help Center] next to [Login].
  • Open [Group Information] of any group:
    1. Select [Help Center] icon at the top bar of the pop-up .
iOS/Android

You may access the help center by the following ways:

  • Settings:
    1. Select [Settings] icon (rightmost) at the top menu bar OR from the side menu.
    2. Select [Help Center] under Application Information.
Workdomain
  • A ChatPoint Workdomain (Workdomain Code, or Domain) is made up of channel groups, where team members work together to create and share their vision on different activities and projects, via effective communication groups and document exchange, also across multiple companies.
  • A workdomain requires at least 5 characters containing numbers, and at most 10 characters.
  • A workdomain is unique for successful registration, and duplication is not allowed for another registration.
  1. You can order a free/paid plan in our website under Product Purchase. For a visual guide, please refer to our YouTube video playlist.
  2. After your purchase, you will receive an email containing your account information.
Web
  1. Login as user of (Business Owner or Admin).
  2. Click the domain management icon  at the top of the screen left.
  3. Pop up a [Domain Management] screen with domain and related information, by which you can view or update accordingly:
    • Company Name
    • Registered Email Address
    • Registered Contact Person
    • Registered Contact Phone
    • Plan (upgrade and purchase optional items)
    • Registration Date
    • Expiry Date
    • Internal User (current and limit, including Business Owner and Admin)
    • External User (current and limit)
    • Storage (current and limit)

Channel group

A channel group is a single place where group members communicate via messages and documents exchange.

Who can create groups?

All user types except External users.

Web
  1. Click [My Groups].
  2. Enter a group name in the box [Filter the list /Create Group] next to the add icon and below the screen top left.
    [Note: Group name can be composed of spaces and not be longer than 30 characters in total.]
  3. When it’s done, click the add icon to create the group.

Note: You may refer to this video to see the process in action for Web version.

iOS/Android
  1. Tap group creation icon, then turn into a screen for a group creation.
    [Note: Group name can be composed of spaces and not be longer than 30 characters in total]
  2. Input a group name and tap [Create] to create the group.

Note: Groups with same name are accepted if they are created by different users. But, same user cannot create a group with the same name that exists.

Note: You may refer to this video to see the process in action for mobile version.

Who can manage a group?

Group creator.

Web & iOS/Android
  1. Click [My Groups] and list all groups you created.
  2. Click the group you want.
  3. Click the photo next to the group name shown on the screen top right.
  4. Pop up a screen of group information.
  5. You now have access to the following actions:
    • Rename a group
    • Update group photo
    • Update group description
    • Add and Remove group members
    • List group members (users)
    • Limit group members to access group history
  6. Please refer to Help Center -> Group Management for more details on these actions.
Web
  1. Access [Group Information] by clicking the group photo from the top right bar of the screen.
  2. In the pop-up screen, select and click the user you want under the heading Group Members to display the user information.
  3. You can then view the common groups between you and the user under the heading Groups.
iOS/Android
  1. Access [Group Information] by tapping the group photo next to the group name
    • in All Groups/My Groups tab, or
    • in a group chatroom
  2. Under Group Members, select the user you want.
  3. In User Detail screen, you can view the common groups between you and the user under the heading Groups.
Create and manage a user
Who can create users?
  • Business owner
  • Administrator
Web
  1. Logon by user of Business Owner or Admin.
  2. Click the user administration icon at the top left.
  3. Click the add user icon, then popup [User Detail] screen to create user.
  4. Input information:
    1. Login Name (mandatory)
    2. SET PASSWORD (mandatory)
    3. User Name (mandatory, for display)
    4. Email Address (mandatory)
    5. Internal Reference (optional)
    6. Storage Quota (M) (mandatory)
    7. User type selection (Business Owner, Administrator, Member User, External User)
      [Note: Business Owner can change an existing user to also a Business Owner type.]
    8. Active (mandatory, to activate the user)
  5. Click [SAVE] to accept the input.

Note: You may refer to this video to see the process in action for Web version.

iOS/Android
  1. Logon by user of Business Owner or Admin.
  2. Tap the setting menu icon at the top screen of (Recent, All Groups, or My Groups), or when pressing the left side of the screen then swipe the screen to the right, to get the [System Setting] screen.
  3. On the setting menu, tap the [User Administration] item to get [User Administration] menu.
  4. On the [User Administration] menu, tap the  user creation icon at the menu top to get [User Details] menu.
  5. On the [User Details] menu, input the following:
    1. Login Name (mandatory)
    2. Set Password (mandatory)
    3. User Name (mandatory, for display)
    4. Email Address (mandatory)
    5. Internal Reference (optional)
    6. Storage Quota (mandatory)
    7. User type selection (Business Owner, Administrator, Member User, External User)
      [Note: Business Owner can assign an existing user to also be a Business Owner type.]
    8. Active (mandatory, to activate the user)
  6. Tap [SAVE] to accept the input.

Note: You may refer to this video to see the process in action for mobile version.

Who can manage users?
  • Business owner
  • Administrator
Web
  1. Logon by user of Business Owner or Admin.
  2. Select  user administration to display the list of users.
  3. Find the user you want. Or, click the  input box icon at the screen top of the user list, and open up the search input box. Input the box then list the user(s) you want. [NotePartial input of the group name is accepted]
  4. You can now carry out the following actions for your user:
    • Change user type
    • Change user name
    • Change user email address
    • Change user internal reference
    • Activate and deactivate the user
    • Allocate disk capacity
  5. Please refer to Help Center -> User Management for more details on these actions.
iOS/Android
  1. Logon by user of Business Owner or Admin.
  2. Tap the  setting menu icon at the top screen of (Recent, All Groups, or My Groups), or swipe the main screen to the right to select user administration from the side menu.
  3. Find the user you want from the list shown on the [User Administration] screen. Or, tap the filter icon at the screen top of the user list to get the search input box . Enter the input box then tap [Return] to list the user(s) you want. [NotePartial input of the group name is accepted]
  4. You can now carry out the following actions for your user:
    • Change user type
    • Change user name
    • Change user email address
    • Change user internal reference
    • Activate and deactivate the user
    • Allocate disk capacity
  5. Please refer to Help Center -> User Management for more details on these actions.
4 types of users:
  • Business owner
  • Administrator
  • Member user
  • External user
Business owner
  • A type of Internal user
  • Can change a user type to Business owner type
Administrator
  • A type of internal user
  • Cannot manage Business owner
Member user
  • A type of internal user, excluding Business owner and Administrator
Internal user
  • A user type of Business owner, Administrator, Member
External user
  • visitor to the workdomain
  • Can view the list of members of the accessible groups, but not the user list of entire workdomain
  • No restriction on hard disk capacity, as an External User is invited by the group creator the consumption of hard disk size is accountable by the group creator
Free plan
Paid plan (Standard)
Paid Plan (Pro)
Document management
Web
  1. Move the cursor over a target source file.
  2. Click the  function icon next to the source file name.
  3. Pop up a selection menu. Then select [Version Control] item form the menu.
  4. Pop up a [Document Version] menu at the right top of the screen. Then turn on the  Version Control from the menu. After more files with same file name are uploaded to or saved on the same destination (such as Group or the Group’s Folder), the file version counter  next to the source file name then indicates the number of versions already saved, excluding the version being currently used.
  5. On the Document Version menu, all versions of the file with same file name but different time stamps are listed for your file content reviewrecoveryremoval and file chat review.

Note: you may refer to this video to see the process in action for web version.

iOS/Android
  1. Tap the function icon next to a source file.
  2. Select [Version Control] from the pop-up menu.
  3. Turn on  Version Control at the top of the screen. After more files with same file name are uploaded to or saved on the same destination (such as Group or the Group’s Folder), the file version counter  next to the source file name then indicates the number of versions already saved, excluding the version being currently used.
  4. All versions of the file with same file name but different time stamps are listed for you.
  5. Long press on a file in the timeline to select it for further actions. Click the icon in the top right of the screen to open up a menu.
  6. You may choose actions like file recovery (Restore), removal (Remove) and file chat review (Related Messages).

Note: you may refer to this video to see the process in action for mobile version.

Who can use?
  • Group members (except External user)
Web & iOS/Android
  1. Select the function icon next to the desired file name to display a selection menu.
  2. Select [Public Share Link] item on the selection menu.
  3. To establish the share link, turn on the [share link] icon.
  4. (Optional) Input password.
  5. Select [accept] icon to save.
  6. You can now [copy] the share link from the updated menu.
  7. Please refer to Help Center -> File (Functions) for more info.

You may refer to the following videos to see the process in action:

Refer to Keyword groups and search on this page. For a visual guide, please refer to the following videos:

File and Message management

[NoteMulti-select is applicable with this function]

Web
  1. On the screen right side, select and click the destination group or folderto where the source files (e.g. from PC) will be uploaded.
  2. Click the  upload icon at the top right, and select multiple source files to be uploaded.

Note: you may refer to this video to see the process in action for web version.

iOS/Android
  1. Select and tap the destination group or folderto where the source files (e.g. from PC) will be uploaded.
  2. Tap the upload icon, then select multiple files to be uploaded.

Note: you may refer to this video to see the process in action for mobile version.

[NoteMulti-select is applicable with this function]

Web
  1. Enter your message and use the   attachment icon to attach files to the message, then click the  deliver icon to send the file together with its attached messages.
  2. Then the message content and its attached are delivered.

Note: you may refer to this video to see the process in action for web version.

iOS/Android
  1. Enter your message and use the  attachment icon to attach files to the message, then click the  deliver icon to send the message and its attached files.
  2. Before the sending, allow renaming the selected uploading file, media taken from camera or voice record, or the forwarding file. Do this by long tapping on the file name.
  3. The message content and its attached are then delivered.

Note: you may refer to this video to see the process in action for mobile version.

[NoteMulti-select is applicable with this function]

Web
Move files
  1. Move the mouse over the source file.
  2. Click the function icon next to the source file name, then popup a selection menu.
  3. Select [Move] item from the selection menu.
  4. Pop up a confirmation menu at the screen top, and ask you to click [MOVE] or [CANCEL] to confirm the action. The popup menu stays on the screen and waits for your confirmation.
  5. Then move the mouse to the destination group or folder.
  6. Click [MOVE] or [CANCEL] of the popup confirmation menu to start the action.
Copy files
  1. Move the mouse over the source file.
  2. Click the   function icon next to the source file name, then popup a selection menu.
  3. Select [Copy] item from the selection menu.
  4. Pop up a confirmation menu at the screen top, and ask you to click [COPY] or [CANCEL] to confirm the action. The popup menu stays on the screen and waits for your confirmation.
  5. Then move the mouse to the destination group or folder.
  6. Click [COPY] or [CANCEL] of the popup confirmation menu to start the action.
iOS/Android
Move files
  1. Go to the group where your source file locates.
  2. Tap the function icon next to the file name that you want to move to other location.
  3. Tap the [Move] item from the selection menu, then you are asked via a blue dialogue box at the screen bottom to confirm the action, which stays at the screen bottom.
    [The file name below is an example].
  4. Then go to the destination (e.g. folder), and tap on it.
  5. Then tap the [OK] or [Cancel] to action for the Move.
Copy files
  1. Go to the group where your source file locates.
  2. Tap the function icon next to the file name that you want to copy to other location.
  3. Tap the [Copy] item from the selection menu, then you are asked via a blue dialogue box at the screen bottom to confirm the action, which stays at the screen bottom.
    [The file name below is an example].
  4. Then go to the destination (e.g. folder), and tap on it.
  5. Then tap the [OK] or [Cancel] to action for the Copy.

Web

  1. Access [Group Information] by clicking the group photo from the top right bar of the screen.
  2. In the pop-up screen, select and click the user you want under the heading Group Members to display the user information.
  3. Select [Documents] next to the user photo to open up another screen.
  4. All historical files between you and the user are displayed under the heading Search Results.

iOS/Android

  1. Access [Group Information] by tapping the group photo next to the group name
    • in All Groups/My Groups tab, or
    • in a group chatroom
  2. Under Group Members, select the user you want.
  3. In User Detail screen, select [Documents] above the heading Groups.
  4. You can then view all historical files in Search Results.

Web

  1. Access [Group Information] by clicking the group photo from the top right bar of the screen.
  2. In the pop-up screen, select and click the user you want under the heading Group Members to display the user information.
  3. Select [Messages] next to the user photo to open up another screen.
  4. All historical messages between you and the user are displayed under the heading Search Results.

iOS/Android

  1. Access [Group Information] by tapping the group photo next to the group name
    • in All Groups/My Groups tab, or
    • in a group chatroom
  2. Under Group Members, select the user you want.
  3. In User Detail screen, select [Messages] above the heading Groups.
  4. You can then view all historical messages in Search Results.

Related messages of a file means the file has ever been uploaded to the group chatroom as part of the messages.

Web & iOS/Android
  1. Go to the group where your source file locates.
  2. Select the function icon next to the file name that you want.
  3. Select the [Related Messages] item from the selection menu.
  4. Now turn into a screen listing all previous records of chat messages that ever utilized the files.
  5. Select the records respectively for your need for details.
Who can make comments/chat on a file?
  • All user types
Web
Chat on files locating inside the chatroom of a group
  1. Go to the chatroom of a group (Group name is shown at the screen top).
  2. Move the mouse over the target file in the chatroom.
  3. Click the  document chat icon at the right bottom of the target file.
  4. Bring you to the collaboration screen of the target file (File name is now shown at the screen screen).
  5. Start the collaboration on the file with the same collaboration mechanism as that for the usual chat in a group.
Chat on files obtained from outside the chatroom of a group
  1. Find and select the file on which you want to make collaboration (interactive comments and attachments).
  2. Click the file, and start the collaboration on the file. (File name is shown at the screen top).
  3. Collaborate by the input box.
iOS/Android
Chat on files obtained from outside the chatroom of a group
  1. Find and select the file on which you want to make collaboration (interactive comments and attachments).
  2. Tap the file, and start the collaboration on the file. (File name is shown at the screen top).
  3. Collaborate by the input box.
Chat on files locating inside the chatroom of a group
  1. Select the [Document Chat] item from the selection menu.
  2. Bring you to the collaboration screen of the selected file (File name is now shown at the screen screen).
  3. Start the collaboration on the file with the same collaboration mechanism as that for the chat in a group.

Comments can be made on any file, and comments are searchable.

Web
At Group Chatting mode
  1. Go to the chatroom of a group (Group name is shown at the screen top).
  2. Move the mouse over the target file/message in the chatroom.
  3. Click the  forward icon at the right bottom of the target file/message.
  4. The file/message is copied and placed together on where the destination chatroom you locate.
  5. Then follow the message/file delivery mechanism in chatroom to send the file/message.
At File Chatting mode
  1. Find out the file by search mechanism, then click the selected file to be forwarded.
  2. Then the selected file is auto-highlighted with background color and listed on the right side of the screen.
  3. Click the  function icon next to the file name, then popup a selection menu.
  4. Select the [Forward (Other Signed-In Accounts)] item, then popup a list of destinations which currently being logged on by you.
  5. Select the destination that you want the source file to be forwarded to.
iOS/Android
At Group Chatting mode
  1. Go into the chatroom of the group, where your source file/message locates.
  2. Tap the space near the file/message you need to forward to other chatroom, then pop up an action menu.
  3. Tap the [Forward (Other Signed-In Accounts)] item on the action menu, then popup a list of destinations which currently being logged on by you.
  4. Select the destination that you want the source file to be forwarded to.
At File Chatting mode
  1. Find out the file by searching a file you want to forward if you don’t know where it locates.
  2. Tap the searched file, then bring you to its direct group that masters the file which may be stored in a folder inside the group.
  3. After the selection, tap the  function icon next to the file name, then pop up an action menu
  4. Tap the [Forward (Other Signed-In Accounts)] item on the action menu, .then popup a list of destinations which currently being logged on by you.
Web
At Group Chatting mode
  1. Go to the chatroom of a group (Group name is shown at the screen top).
  2. Move the mouse over the target file/message in the chatroom.
  3. Click the   forward icon at the right bottom of the target file/message.
  4. The file/message is copied and placed together on where the destination chatroom you locate.
  5. Then follow the message/file delivery mechanism in chatroom to send the file/message.

[Note: In Web version, this action is carried out by the [Forward] command]

At File Chatting mode
  1. Go to the group where your source file locates.
  2. Click the  function icon next to the file name that you want to move to other location.
  3. Click the [Send to Quick Chat] item from the selection menu.
  4. The source file is now placed in chatroom input box of the group which stores your source file.
  5. Now you can send the source file to the chatroom.
iOS/Android
At Group Chatting mode
  1. Go into the chatroom of the group, where your source file/message locates.
  2. In chatroom, long tapping on the message to select message/file. Multiple selections are supported.
  3. After the selection, tap on the top right corner menu icon  to pop up a message action list.
  4. The action list displays the actions available for selection. These actions are listed according to a combination of the nature of the selected messages. Messages include text messages, files, files with attachments, and messages with attachments. Refer to Help Center –> Chatroom Actions (iOS/Android) of Message and File (Actions) .
  5. For [Forward],
    1. Tap the [Forward] item on the action menu.
    2. Go into the destination group and tap its chatroom.
    3. Then see the file and its attached message placed at the screen bottom ready for sending to the chatroom.
At File Chatting mode
  1. Find out the file by searching a file you want to forward if you don’t know where it locates.
  2. Tap the searched file, then bring you to its direct group that masters the file which may be stored in a folder inside the group.
  3. After the selection, tap the  function icon next to the file name, then pop up an action menu.
  4. Select the [Forward] item on the menu.
  5. Select the destination that you want the source file to be forwarded to.
File and Message Search
Who can search files?
  • All user types
Web
  1. Click the  All Groups Search icon at the top left, then popup a search windows, then opt [Documents].
  2. Pop up an [Search Result] windows. 
  3. Criteria to search Documents:
    • File Name
      [File name accepts partial input]
    • File Content
      [File content search supports the combined Boolean search, i.e. to add AND between content inputs]
    • Keywords
      [Keyword groups and values setup]
    • Owned by Me
      [Those files delivered by you]
    • File Type
      [Accepts selection of multiple file types]
    • Upload Time
      [File upload time]
    • Column Sorting
      [File list sorting by Name, Group Name/File Name, Owner, Size or Upload Time)
    • Quick Search Box (next to icon) 
  4. After finding your file, you may perform the following actions:
    1. Click the photo/symbol
    2. Click the selected (highlighted) file
    3. Click the action menu of the source file
  5. You may refer to Help Center -> File (Functions) -> Find a file for more details.
iOS/Android
  1. Tap the [Recent, or All Groups].
    [Note: (a) If My Groups is selected, only all groups created by you are searched through; (b) External users don’t have My Groups.]
  2. Tap the  search icon at the top menu.
  3. Turn into a screen to input search criteria. And, select [Documents] or [Messages]for the search.
  4. After input the criteria, then tap the  start search icon at the screen top. Results are then listed.
  5. You may refer to Help Center -> File (Functions) -> Find a file for more details.
Who can search messages?
  • All user types
Web
  1. Click the  All Groups Search icon at the top left, then popup a search windows, then opt [Messages].
  2. Pop up an [Search Result] windows. 
  3. Different combinations of criteria to search Messages:
    • Search Text
      [Message text content accepts partial input]
    • Date Time (From)
      [Date range of “From”]
    • Date Time (To)
      [Date range of “To”] (Note: The default date range is 1 year)
    • My Message
      [Messages delivered by you]
    • Reply Message
      [Those replied messages, not limited to the login user]
    • File Attached Message
      [The message is attaching a file]
    • Quick Search Box (next to icon)
       
  4. Click the selected message from the search results.
  5. If the searched message is obtained from a file (i.e. file chat), then bring you to the chatroom of the selected file. The selected file is also highlighted on the file list of its belonging group shown on the screen’s right side. 
  6. Click the function icon next to the file name, then popup a selection menu for actions.
  7. You may refer to Help Center -> Message (Functions) -> Find a message for more details.
iOS/Android
  1. Tap the [Recent, or All Groups] at the bottom of the screen.
    [Note: (a) If My Groups is selected, only all groups created by you are searched through; (b) External users don’t have My Groups.]
  2. Tap the  search icon at the top menu.
  3. Turn into a screen to input search criteria. And, select [Messages] for the search.
  4. After inputting the criteria, tap the  start search icon at the screen top. Results are then listed.
  5. You may refer to Help Center -> Message (Functions) -> Find a message  for more details.
Keyword groups and search

When having a file belonging to several categories including for example Marketing, Sales, Human Resources, and Finance, how can I find out the file in a more systematic and speedy way while not possibly replicate it on various classified folders?

To solve this, make use of our built-in 2-level keyword search mechanism structured by Keyword Group and its Keywords and values.

(Keyword Group → multiple Keywords → multiple Keyword Values)

  • User-definable keyword tables structurally simplify the complex need of searching.
  • Build multiple Keyword Groups.
  • Each Keyword Group carries multiple Keywords.
  • Each Keyword has multiple values for selection.
Who can create keyword groups?
  • Business owner
  • Administrator
Web
  1. Login by user of Business Owner or Admin.
  2. Click the  search key administration icon at the top right of the screen left.
  3. Pop up the [Search Key Administration] screen to create a Keyword Group.
  4. Click the  add keyword group icon at the top right of the popup menu.
  5. Turn into another popup menu, then input the new Keyword Group name, then click the   accept icon to save and create the new Keyword Group.
iOS/Android
  1. Login by user of Business Owner or Admin.
  2. Tap the   setting menu icon at the top screen of (Recent, All Groups, or My Groups), or when pressing the left side of the screen then swipe the screen to the right, to get the [System Setting] screen.
  3. On the setting screen, tap the  Search Key Administration] item, then pop up the [Search Key Administration] screen to define Keyword Groups, Keywords and values.
  4. Tap the  add keyword group icon at the top right of the popup menu.
  5. Pop up the [Create Search Key Group] screen to create a Keyword Group.
Who can create keywords and values?
  • Business owner
  • Administrator
Web
  1. Login by user of Business Owner or Admin.
  2. Click the  search key administration icon at the top right of the screen left.
  3. Pop up the [Search Key Administration] screen.
  4. Click the  open keyword group icon next to your selected Keyword Group name, and view the existing Keywords of the Keyword Group.
  5. Click the action icon next to the Keyword Group name, then pop up a function menu.
  6. On the menu, select Add Search Key to add a keyword to the selected Keyword Group.
  7. An input menu [Search Key Details] pops up for you to define a Keyword and its key details and values:
    • Search Key Group
      [Display the selected Keyword Group]
    • Search Key Name
      [Input the name of the Keyword]
    • List of Values ON 
      [Input by the selection of user-defined data list]
    • List of Values OFF 
      [Input by the Free Text]
    • Data Type
      [Define Free Text data format options: Text, Number, and Date]
    • Max Length 
      [Maximum length when the input option defined as Free Text]
    • Multiline
      [Multiple lines for the input box when input option defined as Free Text]
  8. Select  create keyword value icon to create the keyword values.
iOS/Android
  1. Login by user of Business Owner or Admin.
  2. Tap the  setting menu icon at the top screen of (Recent, All Groups, or My Groups), or when pressing the left side of the screen then swipe the screen to the right, to get the [System Setting] screen.
  3. On the setting screen, tap the Search Key Administration] item, then pop up the [Search Key Administration] screen to define Keyword Groups, Keywords and values.
  4. Toggle open/close keyword group icon next to your selected Keyword Group name, and view the existing Keywords of the Keyword Group.
  5. Tap the function menu icon next to the Keyword Group name, then pop up a function menu.
  6. Then select Add Search Key to add a keyword to the Keyword Group.
  7. Select create keyword value icon to create the keyword values.
Message template
  • Users can create their own list of message wordings / templates for reuse, enabling the need of speedy and constant input of messages.
  • Users can also choose to share their texts with other users in the domain.
  • By typing the symbol $ at any location in the message edit box and wait for a second, the template list will be displayed. Continue typing the label name to filter the list result. Tap to select and apply the wordings.
  • Each user can add at most 50 entries.
Web
  1. Select  [Chat Message Templates] icon at the top bar of the chatroom to display another pop up screen.
  2. Select [+] icon to create a new message template.
  3. Fill in the empty fields and hit [SAVE] to proceed.
  4. The created message template will now show up in the same pop up screen.
  5. To use the message template, type “$” in the message input bar to display the list of message templates.
  6. Select your desired message template.

Note: you may refer to our video to see the process in action for web version.

iOS/Android
  1. Select [Chat Message Templates] icon (red circle below) at the top bar of the chatroom to display another pop up screen. 
  2. Select [+] icon to create a new message template.
  3. Fill in the empty fields and hit [SAVE] to proceed.
  4. The created message template will now show up in the same pop up screen.
  5. To use the message template, type “$” in the message input bar OR press the icon at the bottom row to display the list of message templates.
  6. Select your desired message template.

Note: you may refer to our video to see the process in action for mobile version.

Notifications
  • Desktop Notification
    You can set up ChatPoint to show desktop notification when you receive messages while working on desktop Windows. This feature may not work depending on your browser.
  • Push Notification
    ChatPoint allows you to send push notification to your mobile when a message is received.
  • Notification Sound
    1. Notification sounds on mobile can be enabled or disabled for each Group chatroom or Direct Contact chat.
    2. In Group chatroom, you can force a member recipient of the Group to be notified with sound on mobile by simply taping on the member name selected from the group member list (or manually put @ symbol right in front of the member name) before your message is sent to the member.
Solutions for various businesses
  • Documents are structurally stored and efficiently searched.
  • Document profiling and tagging
  • Folders and sub-folders
  • Versioning, relations, encryption
  • Remote access and office connection
  • Mobile document management
  • Public share links & passwords protection
  • Sharing and collaboration
  • Document comments and searchable
  • Immediate notification once a comment is delivered
  • Administrative supporting staff in office efficiently delivers documents to outdoor colleagues and make interactive comments on the documents with the colleague
  • Serve company departments including Admin, Products & Services, Marketing, HR, Purchase, Sales, Customers.
  • Efficiently identify and retrieve business name cards
  • Categorize card-named persons or companies as potential Suppliers or Consumers for future business opportunities and drive sales growth
  • Each name card file can be supplemented with these: add tags, notes, meeting reports, files, video and audio files on each name card while not having any change on the file content.
  • All name cards are organized, traceable, searchable and retrievable, sharing and collaboration with authorized staff
  • Enable you to spare more time and build stronger client relationship
  • Provide a full-fledged view of clients, including individual histories, key contacts and understanding of clients or cases, and achieving better monitoring, and systematic evaluation of services
  • Centralize all messages and files, multimedia docs
  • Built-in search engine simplifies complex criteria of records for retrieval, sharing and collaboration, doc comments are searchable
  • Help the recruitment team achieve seamless and effective interview process
  • Enable the team to easily share and make comments and rank on each interview
  • The built-in search engine simplifies complex criteria of past interview records for retrieval, sharing and collaboration with the team
  • All comments are searchable for review to conclude the present recruitment interview
  • Improve workflow efficiency, time and workload
  • Handle multi-tasks such as exam/test papers preparation and review, student review, school activities, matters of classes and subjects
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per student while still keeping all associated info and attachments on it
  • Minimize overhead of arranging meetings, and save time in finding out the required documents and references for students and parents
  • Use case: Review examination papers and make comments with team members prior to the examination. Shorten the time arrangement to review, check mistakes and finalize the paper content
  • Empower handling on business activities, tutors, class and subject matters, teaching materials and references
  • Pre-define lists of student progress comments and select with ease
  • Keep track of document versions and traceable file-comments to greatly improve the internal operation need
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per student while still keeping all associated info and attachments on it
  • Instant update to parents regarding student progress, as all previous comments and records are searchable and traceable
  • Use case: For work efficiency in the system, tutors can pre-define a list of student progress comments to be instantly picked up and further modified when necessary to address some specific need
  • Effectively organize secure group structures to carry out regular sharing sessions of knowledge and comments on specified topics
  • Directs branches which locating in various regions, and each operates independently
  • Allow new members to access historical messages and files in specified groups to speed up their learning
  • Master control on instant adding and removing members
  • Regularly specify which regions and information pages to discuss. Each member can make comments on the accessible information pages in the discussion groups, and share with all members
  • Keep track of document versions and traceable file-comments to greatly improve the internal operation need
  • Efficiently keep and retrieve documents and messages collaborated with clients
  • Assist the review and support your business growth
  • Instantly retrieve your required information by searching the previous document chats
  • The built-in search engine simplifies any complex searching criteria
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
  • Keep customer, communication and file records such as proposals delivery and plans ever prepared
  • Store accounting, audit, reports, forms, and company secretary
  • Remark and insert attachments on any files, and all searchable
  • Files and folders are structurally organized
  • Reduce hardly tracked emails by document-centric collaboration with clients and internal colleagues
  • Share files to clients via professional access share and password-protected links
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
  • An extensive search mechanism that includes filters like file names, file content and boolean, file types, file comments, user-definable structural keyword groups and values, dates, etc.
  • The built-in tool structurally stores and categorizes files of insurance products, comparisons, plans, client details
  • Remark & further insert attachments on any files to indicate the selling opportunities, comparison ranges, and notes
  • Keep customer, communication and file records such as proposals delivery and plans ever prepared
  • Powerful search engine enables easy retrieval and working out proposals for clients
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
  • Reduce emails which easily lose communication integrity and miss past connections of participants, messages and attachments.
  • Offer a high integration of documents and chats, making messages and shared files traceable across groups, and enabling you to instantly realize the current need of clients and team members
  • Tackle multi-customers, insurance products and services, team members, training, and meetings
  • Keep track of document versions and traceable file-comments to greatly improve the internal operation need
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
  • Allow new group members to access historical messages and files in your specified groups to speed up their learning
  • Colleagues take photo files and write remarks on those files for partners to receive on real-time basis. The information is then efficiently distributed to relevant parties to follow up when needed
  • Photo and video sizes are not reduced
  • The built-in keyword engine structurally stores and categorizes files of arts, music, work designs and production records, and simplifies any complex searching criteria
  • Keep track of document versions and traceable file-comments to greatly improve the internal operation need
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
  • Allow new group members to access historical messages and files in your specified groups to speed up their learning
  • Capture the site design photos, videos and voice
  • Photo and video sizes are not reduced
  • Any single file can be inserted with interactive comments and attachments to centralize each design and construction work
  • Colleagues take photo files and write remarks on those files for partners to receive on real-time basis. The information is then efficiently distributed to relevant parties to follow up when needed
  • Collaborate with teams and clients. All comments, chats and files are traceable and searchable
  • The built-in keyword engine structurally stores and categorizes files of arts, music, work designs and production records, and simplifies any complex searching criteria
  • Make your project missions run smoothly and ease the work on multi-tasks
  • Seamlessly and efficiently work together with team members who may be in remote locations, while retaining a productive manner
  • Efficient filing system with folder and group structures manage more documents that each may also require multiple classifications
  • Relationally linked messages and files within an integrated system avoid easily losing track of messages, files, folders, groups and participants encountered when crossing so many platforms
  • Definable message templates simplify the complex and regular need of message input for reporting project progress in the relevant chatroom with the project leader or the group
  • Support via a variety of collaboration channels: a) direct contact with internal individuals and partner companies; b) internal groups and members; c) any document can be with interactive comments and supplementary files attached, and all searchable
  • Speedily identify common groups and users between you and specific users with regard to related files/messages sent and received
  • Enrich the further need of MS Outlook email items & the attachments: Backup items, make comments, attach supplements, speedy and comprehensive search
  • Inspectors visit tenant rooms, take photos and videos
  • Remark and insert attachments on the captured files
  • Instantly store and share files with support teams to prepare for fixing those defects
  • High integration of file chats and documents makes relational information traceable across groups
  • Data is real-time reported via mobiles, which is also accessible via mobiles and PC by main or sub-office
  • Site staff or workers take photos and video files
  • Make notes on those files, enabling office staff to have real time reported, and instantly delivered to the back office with alert for staff to action accordingly
  • High integration of file chats and documents makes relational information traceable across groups
  • To record a property at site, simply take property photo and video files, particularly when GPS can’t identify neighbor properties
  • Files and folders are handily organized, remarked, indicated with price, view, direction, size, and can further be inserted with attachments
  • Efficient message templates enable to make instant and consistent notes for properties
  • Retrieve and analyze records, and collaborate with clients
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
  • The clear and correlated sales information starting from the pre-sales stage being archived in ChatPoint efficiently enable sales to trace all the required messages and files being recorded
  • Collaborate with property tenants/owners
  • News can be handily announced from property management
  • Files and folders are structurally organized
  • Share files to property tenants/owners via professional access link
  • Remark and insert attachments on any files
  • All remarks, chats/ files are traceable and searchable
  • Sales team can spend less time digging into account details and more time addressing the customer needs, moving business deals forward.
  • Tackle multi-customers, products and services, sales partners, and preparation for customer meetings
  • The clear and correlated sales information starting from the pre-sales stage enables sales staffs efficiently trace all the required messages and files being recorded
  • The built-in tool structurally stores and categorizes files of products, plans, use cases, pricing, client name cards, contacts, supplementary notes
  • Remark and indicate sales chance. Retrieve and analyze records. Handily find out products information for clients
  • Allow new group members to access historical messages and files in specified groups to speed up their learning
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
  • The clear and correlated sales information starting from the pre-sales stage enables sales staffs efficiently trace all the required messages and files being recorded
  • Structurally stores and categorizes files of products, handbooks, prices, case references
  • Folders and sub-folders easily organize data within the file storage system per group structure
  • Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it
  • Allow new members to access history in some groups to speed up learning
  • Collaborations with clients are instantly traceable to facilitate sales growth
Storage status

For details, please refer to How to update and manage the Workdomain settings on this page.

Who can use?
  • Business owner
  • Administrator
Web
  1. Select [User Administration] icon from the top left bar of the screen to display another pop-up.
  2. The screen shows a list of users within this workdomain.
  3. You can then view the storage status of other users.
iOS/Android
  1. Swipe to the right to display the side menu.
  2. Select [User Administrator] from the side menu.
  3. The screen shows a list of users within this workdomain.
  4. You can then view the storage status of other users.
Web
  1. Click the user photo in the top left corner of the screen.
  2. Another screen will pop up displaying account information.
  3. You can check how much storage you used in “Storage” row.
iOS/Android
  1. Swipe the screen to the right to display the side menu. Select the user photo.
  2. Another screen will pop up displaying account information.
  3. You can check how much storage you used in “Storage” row.
Switch workdomains and my other signed-in accounts
  • Speedily switch from one set of workdomain and user account to another set, without repeating the login and logout process.
  • The switching destination is any paid-plan workdomains plus up to 2 free-plan workdomains.
Web
  1. Click the Company Name next to the user photo at the the screen top left, a new screen then pops up, by which you can change the login and switch different workstations and the associated user accounts.
  2. Select [SIGN IN NEW ACCOUNT] to sign in with a user account of any workdomain accessible by your login.
  3. To switch to a login account, simply click the left photo of the target login account.
  4. The most recently selected account will be auto-placed at the most top of the account list.

[Note: The login of user accounts on one device does not auto-carry to another of device(s).]

iOS/Android
  1. Tap the  user login switching icon, then turn into a screen pop up a screen to switch to manage login and switching different workdomains and the associated user accounts accessible by you.
  2. Select [SIGN IN NEW ACCOUNT] to sign in with a user account of any workdomain accessible by your login.
  3. To switch to a login account, simply click the left photo of the target login account.
  4. The most recently selected account will be auto-placed at the most top of the account list.
Direct contact and collaboration across workdomains
  • Allow direct contact with users of same or different workdomains
  • Your contact list is shown on the tab My Contacts which is also accessible from the left master menu.
  • Notifications can be enabled / disabled for each contact.
Messages
  • Messages can be sent, replied, deleted, recovered as usual, though technically they are completely different from messaging in Group.
  • Messages can also be searched as usual, globally or personally.
Files and storage
  • Different from Group, each user has their own file repository for storing the files independent of each other.
  • Files sent will be stored in the Sender’s storage (occupying the sender’s disk quota).
  • The Sender can create sub-folders and organize their own files.
  • The Receiver can find all the Sender’s files under the Sender’s Document folder.
  • The Receiver can search, download and view the Sender’s files normally.
  • The Receiver can make a copy of the Sender’s files to their own storage by the Copy to My Storage function (if the receiver’s disk quota is sufficient).
  • Files copied to own storage can be kept for own future use even if the sender removed the original files.
  • Files content search can only be supported for files in own storage, but not remote Sender’s files.
  • There is no document chat for files in direct contact.
Inactive/deleted users
  • Inactive or deleted users will still be shown in the contact list if you have contacted with them before.
  • You can still read the old messages and access the files that have been added to your storage.
Add Contact
  • At My Contacts tab, there is an icon on the top navigation bar that will navigate you to add new contact.
  • An invitation can be sent by typing or pasting the invitee’s ChatPoint ID in the input box.
  • In addition to inputting or pasting the ChatPoint ID, a new contact can now be added via scanning the account QR code (‘Scan QR‘ button at the top bar)
  • Your QR Code can be found by tapping on the additional icon at the account information page
  • Besides copying and sharing your ChatPoint ID, one may also present your account QR code to others nearby for quick scanning.
  • After the invitation has been sent, you can find it at the My Contacts tab under the corresponding company section. The invitation can be cancelled.
  • What is ChatPoint ID?
    Your own ChatPoint ID can be found in the account information page and can be copied and shared to others.
Accept / Reject Invitation
  • Invitations received from other users are displayed on top at the My Contacts tab.
  • Tap on the invitations and then choose to accept or reject.
  • Once accepted, the direct contact collaboration between both parties is ready.
Delete contact
  • Contacts with deleted users inside your domain can be deleted.
  • Contacts with any users outside your domain can be deleted.
  • The deletion of contacts requires confirmation similar to the deletion of groups.
Disconnected Contact
  • The contact is disconnected when the account of your contact counterpart is removed from its domain.
  • The contact is disconnected when the contact counterpart has removed you from the contact list.
  • After the contact is disconnected, the conversation session in chatroom is ended.
  • After the contact is disconnected, the files of the contact counterpart can still be accessible either you have already copied to your storage or you have opened them and cached in your device.
Cached Files
  • Cached files can be identified by the Cached in My Device  indicator icon. You can still view, share, forward or copy to your own storage.
  • Files ever copied to your storage can be identified by the Copied to My Storage  indicator icon
Conference channel

It is a channel designed for cross-domain collaboration. Share and work with people from other companies, while maintaining the highly integrated document/private chat structure. External companies and contact can concurrently collaborate without worrying about losing files/messages once a host disconnects them.

The conference host can invite other workdomains to join the conference as conference participants. Upon accepting the invitation, the invitee will become the workdomain representative and can add their domain users to the conference.

A conference channel contains the following types of chatrooms: conference chat, private chat and document chat. The main chatroom for external communication is Conference chat, while private and document chat are for communication within a workdomain.

Note: Conference channel creation is a premium feature. Please refer to our pricing plan for more info.

Web
  1. Click the ‘Add Group‘ icon next to the box ‘Filter the list/Create Group‘ to display a pop up.
  2. In the pop up dialog, input a name for the conference group and select the option ‘Conference‘ to indicate that you are creating a Conference group.
  3. Click ‘CREATE‘ to proceed.
  4. You will be directed to the Conference Chat screen, with wording similar to ‘Conference In Progress‘ right above the message input bar informing you about the chatroom you are currently in.
  5. Please refer to the following FAQs for details about Conference Management
iOS & Android
  1. At the group creation screen, users can now choose to create a conference channel for external communication with other workdomains.
  2. After creating the conference, users will be redirected to the Conference Management interface.
  3. Please refer to the following FAQs for details about Conference Management
Web
Conference Host
  1. The host can invite, from his/her contact list, two users of other workdomains as their domain representatives to join the conference.
    [Note: The host must establish direct contact with other workdomain representatives before inviting them to the conference]
  2. Above the ‘Documents’ tab, select the ‘Conference Information‘ icon (text shown as tool tip) next to the conference group name to display a pop up window.
  3. Click the ‘+’ icon next to ‘Conference Participating Workdomains’ to pop up another screen.
  4. Select the desired workdomain by clicking the ‘+‘ icon and an invitation will be sent to the invitee. The invitation can be cancelled if needed.
  5. Click anywhere on the screen to go back to the previous window.
  6. To add members from his/her own workdomain, under the heading ‘Conference Participating Workdomains’ , click the ‘information‘ icon to the right of your workdomain to advance to a group management screen.
  7. You can add/remove members of your workdomain to the conference by toggling the switch next to each user.
Conference Participants
  1. Users who receive the conference invitations will find them at the top of the “All Groups” list, with a separate heading called ‘Invitations‘. You will see a new item with the conference group name and the conference host.
  2. Invitees can accept/reject the conference invitations by clicking the item and selecting ‘ACCEPT‘ or ‘REJECT‘ in the following pop-up.
  3. After accepting the invitation, the invitee will become the representative of his/her workdomain in that conference.
  4. The workdomain representative can further add their domain users to join the conference as participants.
  5. To add members from his/her own workdomain, under the heading ‘Conference Participating Workdomains’ , click the ‘information‘ icon to the right of your workdomain to advance to a group management screen.
  6. You can add/remove members of your workdomain to the conference by toggling the switch next to each user.
iOS & Android
Conference Host
  1. The host can invite, from his/her contact list, two users of other workdomains as their domain representatives to join the conference.
    [Note: The host must establish direct contact with other workdomain representatives before inviting them to the conference]
  2. To do this, select the ‘plus’ icon next to ‘Conference Participating Workdomains’ to pop up another screen.
  3. Select the desired workdomain and an invitation will be sent to the invitee. The invitation can be cancelled if needed.
  4. The host can add members from his/her own workdomain via the same interface as normal chat group.
  5. To do this, select the function icon to the right of your workdomain under the heading ‘Conference Participating Workdomains’ to advance to a group management screen.
  6. You can add/remove members of your workdomain to the conference by toggling the switch next to each user.
Conference Participants
  1. Users who receive the conference invitations will find them at the top of the “All Groups” list.
  2. Invitees can accept/reject the conference invitations.
  3. After accepting the invitation, the invitee will become the representative of his/her workdomain in that conference.
  4. The workdomain representative can further add their domain users to join the conference as participants.
  5. To do this, select the function icon to the right of your workdomain under the heading ‘Conference Participating Workdomains’ to advance to a group management screen.
  6. You can add/remove members of your workdomain to the conference by toggling the switch next to each user.
Web
Conference Host
  1. Select the ‘Conference Information‘ icon (text shown as tool tip) next to the conference group name to display a pop up window.
  2. The host can dismiss any workdomains from the conference channel by pressing the ‘recycle bin’ icon to the right of the desired workdomain. A strict confirmation is required similar as group deletion.
  3. The host can disband the conference by clicking the ‘DISBAND” button at the top right of the Conference Information interface. A strict confirmation is required similar as group deletion.
Conference Participants
  1. The workdomain representative can quit the conference by clicking the ‘QUIT’ button of the Conference Information interface. A strict confirmation is required.
iOS & Android
Conference Host
  • The host can dismiss any workdomains from the conference channel by pressing the ‘X’ icon to the right of the desired workdomain. A strict confirmation is required similar as group deletion.
  • The host can disband the conference by tapping on the top right corner button of the Conference Management interface. A strict confirmation is required similar as group deletion.
Conference Participants
  • The workdomain representative can quit the conference by tapping on the top right corner button of the Conference Management interface. A strict confirmation is required.

A conference channel contains the following types of chatrooms: conference chat, private chat and document chat.

Conference Chat
  • Conference Chat is the main chatroom for external communication with other workdomains’ users. It will end once your domain quits or the conference is disbanded.
  • The message reading status of all conference participants can be checked.
  • Conference icons can be found in the Recent Message / Message Search Result list to easily identify the conference chat.
Private Chat
  • Each participating workdomain has its own separate private chatroom.
  • Private Chat is for private communication among users within own workdomain.
  • Equivalent to quick chat for ordinary chat group
Document Chat
  • Document Chat is also available for workdomain’s own documents for private communication within the workdomain only.
  • Equivalent to document chat for ordinary chat group
Files
  • Each workdomain has their own file repository for storing the files independent of each other. This is similar to Direct Contact.
  • Files sent will be stored in the domain storage (occupying the domain’s representative disk quota). The domain users can create sub-folders and organize their own files.
  • The conference participants can find all the other workdomains’ files under the the corresponding domain’s Document Folder.
  • The conference participants can search, download and view other domains’ files normally.
  • The conference participants can make a copy of other domains’ files to their own domain storage by the Copy to My Storage function (if the domain representative’s disk quota is sufficient).
  • Files copied to own domain storage can be kept for own future use even if the other domains removed the original files.
  • Files content search can only be supported for files in own storage, but not remote workdomains’ folder files.
  • The participants can manipulate files in own domain storage as the ordinary collaboration group such as file versioning, public share links, etc.
Messages
  • Messages can be sent, replied, forwarded as usual.
  • Messages can be deleted or recovered by the sender or the sender’s workdomain representative as usual.
  • Messages cannot be deleted or recovered by other workdomains in the conference chat.
  • Messages can be searched as usual within the current conference or globally.
  • Most functionalities in the chatroom can be supported.
Chatroom type

The primary use of our chatroom is to share information with a group of other users. It is a virtual room where chat session takes place.

Here are the different Chatroom types:

  • Direct Chat
    Chat with individuals across various domains for private and focused work
  • Document Chat
    A file can be a chat platform on which you can make interactive chats & attach files
  • Group Chat
    Collaborate with your group members through channel groups
Artificial Intelligence (AI)

The built-in AI on text recognition enables image text content of an image file to be recognized and auto-associated with the original file, and store for speedy search (Practical usage: apply to store and identify business name cards, invoices, instant image text captured, etc.)

Web
  1. Under ‘Documents‘ tab of a group (right side of the screen), click on the name of the image file to launch the Artificial Intelligence Text Recognition screen (you will see an underline when hovered over the file name)
  2. On the next screen, the left side shows the image file ready to be processed while the right side will display the extracted text.
  3. At the top bar, you can change the language database using the drop-down menu based on the text inside the image file.
  4. Click ‘start‘ to begin the text recognition and wait for the process to finish
  5. Under ‘Scan Result‘, the extracted text is displayed, alongside a ‘Confidence‘ meter below. The meter represents how accurate the AI thinks about the text recognition process.
  6. You can ‘Copy‘ or ‘Send‘ the extracted text by clicking the action buttons provided.
  7. Clicking ‘Send’ fills in the message input box with the extracted text in the image file’s chatroom
  8. Note: You may refer to this video to see the process in action for Web version.

iOS & Android
Navigation
  1. Swipe to the right to reveal the side menu, then select ‘Photo Search‘. OR
  2. Using the top navigation bar, select the ‘Search‘ icon to navigate to the search screen, and switch to ‘Photo‘ tab at the bottom bar for ‘Photo Search‘.
Basic Usage
  1. At the top of the Photo Search screen, the search entry box is provided for users to input their search text.
  2. The ‘Exact Match‘ checkbox is for matching the search result with the search text exactly or not.
  3. Common classifications are listed at the bottom. Tap on each classification to immediately search and browse its images.
  4. Similar to File and Message Search, tap on the arrow button on the top right corner to proceed to the search result.
  5. The photo grid will be displayed in the search result if relevant photos can be found.
  6. The search result can be further filtered with the second search text by tapping the filter icon on the top right
  7. Tap on the photo thumbnail to popup for viewing the larger version and the file details.
  8. In addition, related searches of the photo are given and can be tapped to search related photos by such related search word.
Level-up Security Control
Mobile Devices Access

Allow to specify which mobile devices are permitted to login.

Web Networks Access

Allow to specify only on which network/IP addresses, such as office network, to login. However, for some business natures, this convenience may not meet the user company’s security policy, as the company may require staff access the office network via the company’s VPN. Now, to match your company’s security policy, ChatPoint lets you specify from which networks to access ChatPoint via web.

2-way factor authentication (2FA)

An enhanced logon process making use of a designated device to confirm user access. You will be asked to verify your identity with a time-based one time password sent to your physical device like mobile phone after entering your login credentials on web version of ChatPoint.

The following steps are for both Web and iOS/Android:

Setting up

  1. Select User Administration from the menu bar on the left.
  2. On User Administration screen, click on the desired user to navigate to User Detail of that user.
  3. Click TWO-FACTOR AUTHENTICATION (2FA) to display the following box:
    Note: the screenshot below is from the web version of ChatPoint.
  4. Enable 2FA by switching on the icon and clicking OK.
  5. There will be a QR code and a text paragraph showing you how to use the QR code provided.
  6. Follow the instruction and you may click CLOSE to finish the process.

Log in with 2FA

  1. At the login screen, input your login credentials and click LOGIN button.
  2. There should be a on-screen message telling you to access your 2FA device and type the authentication code into the input box

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