Clustdoc helps Small business owners and teams streamline their client and admin processes in more than 70 countries.

You can use it to centralize, simplify and secure any document-based routine process that you needs to be executed repeatedly with external parties.

Go to the Next lesson →

Clustdoc Tips

What is a process?

In Clustdoc, a process is a generic or standardized list of steps that must be completed repeatedly by your usual stakeholders (whether clients or not). Learn more 

What type of processes can I automate with Clustdoc? 

Clustdoc is a digital onboarding platform. Although most clients we work with using it to automate their client onboarding, you can use it with any type of stakeholder. 

• Discover here our process templates library

• Learn more on what a stakeholder is in Clustdoc

Which eSignature solution do you use? 

Clustdoc has 2 proprietary legally-binding eSignature solutions: electronic and digital signatures.

Learn more about these features here. 

How can I get familiar with Clustdoc terms? 

Read this article to learn about all Clustdoc common terms.