Common use-cases
↬ User settings
↬ Passwords
↬ Company/Team settings
↬ Sub-accounts
↬ Members & Team
- How to invite teammate to join your account
- How to assign roles and permissions to teammates
- How to assign a list of processes to team members?
- How to delete or edit a teammate from your account
- How to view current teams and create new ones
- How to see the list of my teams
↬ Processes
- How to create a Process
- How to use the stakeholders feature?
- How to create joint processes (multi-stakeholders)
- How to mark onboarding steps as private
- How to mark line items as not applicable
- How to add merge fields to your content
↬ Applications
- How to invite someone to start a process
- How to invite additional people to join an application (Multi-stakeholders)
- How to create custom views for your applications
- How to approve/reject submitted information
- How to fill out an application as an admin
- How to preview an application
↬ Portals
↬ Online forms
↬ Tasks
↬ E-contracts
- E-signature at Clustdoc
- How to add merge tags to your e-contracts
- How to create an econtract
- E-contracts fields explained
- How to activate the electronic Signature
- How to activate the digital Signature
↬ Credit card Payments
↬ Messages, Emails and Notifications
↬ Files, export & Cloud Storage
↬ Pricing & Invoicing
↬ Developers, WordPress, Integration
- Where to find the API documentation
- How to use Zapier to connect Clustdoc to your apps
- How to connect Clustdoc to my CRM
- How to use Webhooks
- How to embed a portal in your WordPress
- How to fix portal issues when using WP Elementor