How activate your qualification form

How does it work?

Any form within your template can be used as a Qualification Form.  Of course, the best position for this form is the first position on the checklist, but this is not mandatory.

Activate the qualification form option

• Start from one of your Clustdoc Process 
• Within the process, click on General > Client profiles
• Scroll to the Qualification Form card. In the dropdown, select the form you would like to use as a qualification form.

The qualification form will be displayed on the client portal each time the user logs in until it's filled in.