Clustdoc Document Collection basics

Clustdoc allows you as part of your digital onboarding workflows to collect files or documents from your end-users. 

Using our file request module, you can list optional or required documents you need to receive from your contacts. 

Specificities of Clustdoc document collection module

Want to know which options are available with our document collection module, keep reading: 

• Marking a file as mandatory

• Allowing a certain type of files only

• Adjusting the size for files sent to you

• Having your team approve certain files

• Creating approvals sequence for files (involving a group of people)

Adding file requests to your onboarding workflows

In our next article to discuss how to use the document collection feature. Learn more here