How to request document through a direct Dropbox link

Clustdoc is a great tool to request, collect and approve documents from anyone. But you know that already ;)

Today, let me know you how:

• To use our document collection feature

• To request documents through Clustdoc using a direct Dropbox link

Requesting documents with Clustdoc file request

Clustdoc file request module allows you to list documents that must be submitted by clients as part of their onboarding. 

While designing your process, follow these simple steps to list your required documents:

• Click on the Add New Steps  Blue button

• Select the Files to be uploaded module

• List your files and confirm

• ✅ You're done! Run your process with anyone!

Requesting documents with Dropbox through Clustdoc

Instead of you using our proprietary file request, you're going to use another module to build your onboarding checklist:

• Click on the Add New Steps  Blue button

• Select the Task to complete module

• Create your task as a link task

• Add your Dropbox folder URL in the field 

• ✅ You're done! 

What end-users will see