Important Note:The "Onboarding Portal" is a premium feature paid monthly: 7-day free trial, cancel anytime, activate it with a Booster or a Platinum plan.
You can create as many portal HTML codes, Eg. One per team member, one per process, etc and add them in each of your web pages.
Embedding a portal into your web pages
It's very easy to publish your application portal. Go to Resources>Client portals where you'll find our builder.
Step 1: Create a portal
Step 2: Set up your portal
1/Choose which process will drive the experience and for which you want to create a portal.
Define whether or, not you want to tag these incoming applications using Clustdoc tags.
⚠️ Don't forget to add your page URL, so we can redirect registered visitors to the portal login page on your website ⚠️
Step 3: Grab your portal HTML code
Grab your portal HTML code on the right side (Link and code tab) and add it to your pages. The portal will be available in an Iframe.