You can send a one to one invite to a recipient, use the application portal to collect submissions from anyone, or use the bulk send feature.
How to send bulk invites to start a process
1- Click on the 'New Application' button available in the header
2- Choose the process you want to use
3- Click on the Multiple recipients icon
4- Add your list of contacts following the format suggested (separated with a comma)
5- Confirm and then follow the steps. The number of contacts added will be displayed to you before you confirm.
⚡️Make sure your account is activated before you use this feature⚡️
Follow these steps to make sure your list of contacts is validated by Clustdoc.
1-Duplicate our spreadsheet
2-Open it with your Google Sheets app
3-Add your information in each column
4- Save the file as CSV
5- Copy and paste all the text from your CSV into the Clustdoc field