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  1. Clustdoc
  2. Online Applications

Online Applications

Specificities

  • What is an application?
  • Application statuses explained

Creating an application

  • How to invite someone to start a process
  • How to preview an application
  • Where to find the application access link
  • How to send bulk invites to start a process

Managing an application

  • How to sort client applications
  • How to manage client applications or submissions
  • How to approve/reject submitted information
  • How to progress an application
  • Getting an approval on shared files
  • How to complete an application as an admin
See all 17 articles

Toolbox & Applications

  • How to add a task to be completed to a live application
  • Requesting files as part of a online application
  • How to import a Payment module into a live application
  • How to import an existing Spreadsheet into a checklist
  • How to import an e-contract into a live application
  • How to import a Form into a live application

External Members

  • What is an external member?
  • How to add external members

Applications Settings

  • Can end-users see past applications?
  • Do end-users have a mobile app?
  • What happens when you close an application?
  • How to customize your applications dashboard

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