💡 Clustdoc allows you to set up a powerful document collection system as part of your onboarding
Building a document checklist in your process
Let's see how:
Go to Resources>Processes and select the one you need
Click on the Add New steps blue button
Select Files to be uploaded
Name your step and list your requested files (do not add any bullet point or hyphen)
Then confirm ✅
More questions about the file request?
Can a client upload several documents OR a folder per document request line item?
Yes, a client can upload several documents or a ZIP folder in the appropriate section under a file request line item. You can even define which file format or sizes you allow.
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