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.