Important Note:The "Onboarding Portal" is a premium feature paid monthly: 7-day free trial, cancel anytime, activate it with a Booster or a Platinum plan.
We discussed in this article how Clustdoc portals work and how you can use them. If you haven't read it yet, we recommend having a look before setting you your portal.
Creating and publishing a portal
- Go to Resources>Client portals where you'll find our builder.
Setting up your portal
- Choose which process(es) will drive the experience and for which you want to create a portal
- Define whether or, not you want to tag these incoming applications using Clustdoc tags
Finding your portal access URL
- Go to the Link and Code tab
- Grab your portal access URL on the right side and share it with the world or put it on your website, social media, online ads, or email signature.