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Onboarding Steps: Forms, eSignatures...
Know everything about the different steps of a process.
43 articles
Clustdoc form basics
Available online form fields & properties
How to create & add an online form to your checklist
How to create a qualification form
How to create a Read-only form field
How to add a large list of options in a form dropdown (countries, states, etc.)
How to fill out a form dropdown using a spreadsheet ?
Applying specific format to form fields (EIN, US Phone number etc.)
How to create a calculation in Clustdoc forms
How to create repeated fields in your forms
How to set up logic jump in online forms
How to add an image or links in your info text
Use input Masks in forms to enforce specific formatting
Can I create a survey or collect feedback using forms?
Import External forms to your Clustdoc process (Typeform, Googleform, Jotform)
How to embed/link a form into another form
E-signature at Clustdoc
Clustdoc e-contracts basics
How to create & add an e-contract to your checklist
E-contracts fields explained
How many people can sign e-contracts
How to edit an e-contract
How to remove the verification code on eSignatures
How to disable sending a copy of the signed document to every signer
Stakeholders vs Signers: What are the differences?
How to create a signing workflow
How to add merge tags to your e-contracts