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.