Clustdoc

Take your first steps with Clustdoc and let us guide you.

Getting Started

What is Clustdoc?

Clustdoc Glossary

Clustdoc allows you to collect information and documents from your contacts to manage your applications with ease. Here’s how you can start using Clustdoc in 3 easy steps :

How Clustdoc works

What is a Clustdoc Process

How the process works

3 ways of creating a process

How to create your first process

How to launch your process with your contacts

What is an Application

How to manage applications/submissions

How to download or export submitted data

Discovering your account sections

Setting up your user profile

Setting up your company profile, your branding, logo and more

How to invite a teammate to join your account

Getting help with your new Clustdoc account

Downloading our mobile application on your phone

How to join our free training classes

Hiring someone to set up your process on your behalf

Get started Essentials 

How to track your company usage

How to receive and download your subscription receipts/invoices

Customer Support & SLA

Account usage & Billing

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