Knowledge Center

↬ Getting started 💡

• Welcome! Start here
• Install our mobile app

↬ User settings

• How to change your username, email and picture
• How to update my account language and display
• How to update/turn off notifications preferences
• Which languages are available in my account?

↬ Passwords

• How to remove the password from the portal
• How to reset a recipient's password
• How can I reset/update my user password

↬ Company/Team settings

• How to update your company logo
• How to change SMS sender name
• How to set up a custom domain name on client portals (CNAME)
• How to troubleshoot a CNAME record?
• How to set up custom sender's email (SMTP)
• How to troubleshoot custom sender's email (SMTP)

↬ Sub-accounts

• What's a sub-account
• How can I get another account (sub-account)

↬ Members & Team

• How to invite teammate to join my 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

See all 11 articles

↬ Processes

• How to create a Process
• How to add a Task to your process?
• How to mark onboarding steps as private
• How to mark line items as not applicable?
• How to add merge fields to your content
• How to add an html script to the process

See all 10 articles

↬ Applications

• How to invite someone to start a process
• How to create joint applications (multi-stakeholders)?
• How to assign line items to a specific stakeholder?
• How to create custom views for your applications?
• How to approve/reject submitted information
• How to fill out an application as an admin

See all 16 articles

↬ Portals

• How to publish a portal
• How to display a welcome message to clients
• How to redirect clients to another page after onboarding is completed
• How to collect custom information as part of the onboarding

↬ Online forms

• How to create an online form
• Available online forms fields
• How to set up logic jump in online forms
• How to create a qualification form
• How activate your qualification form

↬ E-contracts

• How to create an econtract
• E-contracts fields explained
• How to activate the electronic Signature
• How to activate the digital Signature
• Troubleshooting e-contracts

↬ Credit card Payments

• How to connect your account with a payment processing module
• How to request a credit card payments as part of your process
• List of available currencies for receiving credit card payments

↬ Messages, Emails and Notifications

• How to customize emails and SMS notifications sent to clients
• How to use the Messaging system
• How to define admin notifications preferences & cc' team members

↬ Files, export & Cloud Storage

• How to extract your application's data?
• How much storage do I get
• How to send your application files to a cloud storage
• How to download application files to my computer
• How to define the type/size of requested file allowed
• How to troubleshoot the Cloud synchronization feature

↬ Pricing & Invoicing

• How to activate the setup service
• How to download your subscription receipts/invoices
• How to increase your account limits
• How can I track your company usage

↬ 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?

See all 7 articles

↬ Resources & Support

• How to explain Clustdoc to my stakeholders
• How to contact customer support
• How to know about latest releases and request a new feature
• How to close your Clustdoc account