💡 Clustdoc allows you to set up a powerful document collection system as part of your onboarding
Building a document checklist in your process
Let's see how:
- Go to Resources>Processes and select the one you need
- Click on the Add New steps blue button
- Select Files to be uploaded
- Name your step and list your requested files (do not add any bullet point or hyphen)
- Then confirm ✅
More questions about the file request?
Can a client upload several documents OR a folder per document request line item?
Yes, a client can upload several documents or a ZIP folder in the appropriate section under a file request line item. You can even define which file format or sizes you allow.
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