How to publish a portal – Clustdoc

At Clustdoc, a client portal is a public access URL you can put on your website, social media, email signatures to allow anyone to run a process without you having to do anything.

You can create and find portals in the Resources>Client Portals section of your account.

📌 How do client portals work?

A portal is a way for a public audience to start one process
Each process started will create a submission (Application) in your account
At login, visitors will land on their most recent application and will be able to go the past ones from the top right of the interface
⚠️ It's not possible to simply register into a portal. A portal is a channel to start a process.

ⓘ It's not possible to register for process A and log back into the portal to start process B. Each process requires a registration.

Step 1. Let's create your portal

It's very easy to publish your application portal.

Go to Resources>Client portals where you'll find our builder.

Step 2. Set 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

Step 3. Grab 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.

📌 Portals capabilities

Portals are really powerful. Learn what is possible to do using portals.

You can have end-users select which process they want to start by selecting the multi-process option
You can disable the ability to register on the portal, this way, people can only login
You can create as many portals as need using different processes or the same process
You can disable duplicate applications
End-users will be able to login back each process (from the portal) with the same password (Registration required first for each process)
End-users will be able to move from an existing application to another from the top right of their interface