Product updates Q1 2026 | Clustdoc Help Center

Categories	Features	Description	Articles
Smart automation	AI features	We’ve introduced several new AI-powered features to help you automate processes, generate content, and simplify decision-making.	👉 Learn more in our dedicated articles.
Smart automation	New automation triggers & actions	We’ve introduced new triggers and actions to give you more flexibility and control when building your automations.	👉 Learn more in our dedicated article.
Smart automation	Formulas	You can now create reusable formulas to perform automatic calculations and validations across your applications, using merged fields.	👉 Learn more in our dedicated article.
Smart automation	Scheduled pauses in automations	You can now schedule actions at a specific date using pauses, and optionally exclude weekends from the calculation to better control your timelines.	👉 Learn more in our dedicated article.
Smart automation	Conditions in forms	You can now use Clustdoc conditions directly within forms to dynamically show or hide fields based on user inputs.	👉 Learn more in our dedicated article.
Compliance	Control reports	Control reports allow you to structure and automate checks within your applications, with flexible conditions and scoring capabilities to better assess risk and compliance.	👉 Learn more in our dedicated article
Compliance	Company verification	You can now verify company information directly within your processes and automatically retrieve official data to support your KYB checks.	👉 Learn more in our dedicated article.
Tracking and visibility	Email activity tracking	Emails sent via automations and invitations are now automatically logged in activities, improving visibility and traceability across your applications.	👉 Learn more in our dedicated article.
Tracking and visibility	Company-level application visibility	You can now control whether contacts can access only their own applications or all applications within their company directly from the portal.	👉 Learn more in our dedicated article.
Tracking and visibility	Contact permissions & visibility	You can now restrict a contact’s application visibility and benefit from a reorganized permissions section for easier management.	👉 Learn more in our dedicated article.
Tracking and visibility	Sync data between applications and directories	You can now automatically sync data between directories and applications to keep information consistent and up to date across your workflows.	👉 Learn more in our dedicated article.
Tracking and visibility	Webhook Log Panel	A dedicated interface to inspect webhook activity in real time. View payloads, response statuses, error details, and retry failed events with a single click — making integration debugging faster and more reliable.	👉 Learn more in our dedicated article.
User and team management	Team members import	You can now easily manage team members by downloading a CSV template, uploading users in bulk.	👉 Learn more in our dedicated article.
User and team management	New permissions & directory management	We’ve added new permissions for your team members to edit and delete contacts and companies	👉 Learn more in our dedicated article.
End-user experience	Consent options on portals	You can now add one or multiple consent options directly within your portals to ensure users validate required terms before submitting their application.	👉 Learn more in our dedicated article.
End-user experience	Custom portal links	You can now customize the link used to access your portal, allowing you to create clearer and more branded URLs for your users.	👉 Learn more in our dedicated article.
End-user experience	Portal invitation from directories	You can now invite users to a portal directly when creating a contact or company by selecting a “Notify” option and choosing the relevant portal.	👉 Learn more in our dedicated article.
End-user experience	Custom domain landing page	You can now choose which page is displayed at the root of your custom domain, including the admin page, client login page, or a specific portal.	👉 Learn more in our dedicated article.
End-user experience	Step reinitialization	Team members can now reinitialize a checklist step, resetting all submitted data and files to their original state.	👉 Learn more in our dedicated article.
E-contract	Dynamic fields in e-contracts	You can now link checkboxes and dropdown options to merged fields in e-contracts, allowing values to be automatically checked or dynamically generated based on user data.	👉 Learn more in our dedicated article.