Here's a breakdown of what's new in your Clustdoc account:
General update and easier Navigation:
Applications dashboard page has a finner layout, so you see more at once. Just click anywhere to view your applications and the right button for more options. Same rule applies to the forms, contracts (etc) sections.
Reviewing checklist steps:
There's a new sidebar on the right to manage the files received or generated for each step. Click a step to see the files and other options, like filling out a form as an agent.
Hidden text boxes & non applicables steps:
Text boxes created for your contacts (publicly visible) are hidden by default to help you focus. If you need to see them, just click the option at the top of the checklist.
Any step that doesn't apply to your customer will also be hidden for you to be more focus, you can show them with one click as well.
Mini info buttons:
Only selected options show up under checklist steps, making it easier to read.
Better Messaging & internal collaboration experience:
Notes and messages got a complete overhaul. They can now be linked to specific file steps, and you can reply to them. Super handy for internal and client communication!
1. Send messages and notes from a specific step
2. Reply to messages and comment notes
3. Pin important notes
Simple Welcome Messages:
Setting up welcome messages is easier. You can add a main message and extra instructions that show up in the contact's info tab.
New Themes:
Clustdoc's overall look has changed, and there are way more themes to pick from to personalize your experience. Navigate to your profile settings to pick a new theme for your account.
Step Progress for Clients:
You can now show clients personalized progress updates for each step as well. When a step stage is public, it will replace the standard one usually showing to your contact from their view. Step stages can be : internal, public, initial or final like the application ones.
From todos to 'Tasks':
Todos are now 'Tasks' allowing you to collaborate more efficiently with your team on specific steps of around the entire application project. Any task assigned a step level will reflect in the main 'Task' tab of your checklist.
1. Each step has its own tasks
2. Each task has its own description, due date, assignee and notes
3. Tasks due for a specific step or for the entire checklist are gathered in one tab
Excel format in reports:
No more need to juggle with CSV format. You can now export your reports directly in Excel format