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. 

Filling out an application as an admin

1/Note that only a live application can be completed. Make sure you create an application first. 

2/Click on the dropdown arrow next to the line item or step you want to update

3/ 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

Filling out a form as an admin

Uploading a file as an admin