An application can be filled out by your recipients but also by team members.
Scenario #1: you received the required documents via email, and you want to upload them to the client's online application.
Scenario #2: you are using Clustdoc for completing Standard Operating Procedures.
Completing an application as a business user (admin)
Note that only a live application can be completed. Make sure you create an application first.
- Click on the 'Dropdown arrow ▼' on the Modify button of the line item or step you want to update
- Upload a file (if the line item is a file upload) or Fill out the form (if it's a form to be filled out)
If the line item is marked as visible on the client interface, the client will see it.
Completing a task as an admin
The Call to action for the task below was 'Watch Now' therefore, by clicking on the task, you'll be able to complete it on behalf of the client.
Filling out a form as an admin
By clicking on the secondary button as shown below, you'll be able to fill out the form on behalf od the end-user. The content of the form will be visible from the interface if the form is public.
Uploading a file as an admin
You can submit one or several files below on behalf of the end-user. If you want to share files, we recommend using the file-sharing feature.