What is a form in Clustdoc?

Online forms allow you to collect the information and data you need from anyone online. Some advanced online forms even allow you to capture payments, signatures, and much more. 

What is an online form?

At Clustdoc we offer a more powerful online form module which you can save to your account, and add to one or several checklists.

This way you can actually build powerful workflows made out of just forms if you wanted to.

Difference between the form & the checklist

The online form allows you to build questionnaires, information sheets to collect data from your Clustdoc end-users. 

How to use forms in Clustdoc

Clustdoc forms can be added as a step of your onboarding checklist which will allow you to create workflows and review the information you collect collaboratively.

📌 Online forms specificities

• You can display steps of the checklist based on answers shared on an online form
• You can use online form answers to prepopulate another form or an e-contract (in the same process)
• You can hide an online form and allow only team members to fill it out
• You can add as many forms as needed to your process checklist or live applications

ⓘ A form can be saved in your Toolbox and imported into any process or directly created in a process or Application checklist as a one-off

Read More about Clustdoc forms

1/ How to create an online form

2/How to use forms to prequalify end-users

3/Which form fields are available