How to use the Clustdoc toolbox?

In this tutorial we cover the core principles of the toolbox, to better help you navigate your Clustdoc account. 

Using the Clustdoc toolbox

Saving a form, spreadsheet, or contract to the toolbox

 To save existing checklist assets to the toolbox, you need to follow the steps below:

1. Go to your checklist (process or application)
2. Open the related step (form to fill out, document to sign, spreadsheet): From a process page, you'll click on the 'Edit' button in front of the item. From an application page, you'll click on the  'Dropdown arrow ▼' menu on the 'Show' button, then on 'Edit'
3. Click on 'View/Edit item' to access the actual asset
4. From the top right of the page, click on the 'Add to Toolbox' icon 

Importing a form, spreadsheet, or contract from the toolbox

To import a saved asset from the toolbox, proceed like you'd normally do with adding a new step to your process, then follow these tips. 

1. Go to your checklist (process or application)
2. Click on the 'Add new steps' blue button and select your step.
3. In the dropdown menu where you can select a source, pick the related asset from the list