Available to GOLD users
Setting up the WordPress plugin
You can create as many portals as needed and embed each portal in your WordPress pages.
2/Go to your WordPress plugin page and search for our free WordPress Plugin (Clustdoc Client portal), or install it from this page
The above step is optional.
4/ Look for the Clustdoc WordPress plugin in your WordPress sidebar menu and click on it to go to the Plugin settings page
5/ Go to your account API page to create an API key
6/ Copy and Paste your API Key to your Clustdoc WordPress settings page and hit Confirm API key
Publishing your portal to your pages
Option #1: Add the html code directly into your Page editor plugins (Elementor/ Site Origin)
1/Once you've added your API key, you'll see that your list of portals is showing at the bottom right section of the page.
2/ Select in the dropdown the portal you want to embed and validate to grab the html code
3/ Create a new page or post and add the HTML to it using a plugin HTML module (Elementor, SiteOrigin etc) or just use the 'Text' tab
Option #2: You use Gutenberg
1/Once you've added your API key, go to your Page/post and add click in the 'Plus' icon to add the Clustdoc block.
2/Pick the process you want to display in the dropdown and you're done!