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