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  1. Clustdoc
  2. Onboarding Steps: Forms, eSignatures...

Onboarding Steps: Forms, eSignatures...

Online Forms

  • Clustdoc form basics
  • Import External forms to your Clustdoc process (Typeform, Googleform, Jotform)
  • How to create & add an online form to your checklist
  • Available online form fields & properties
  • How to create a Read-only form field
  • How to add a large list of options in a form dropdown (countries, states, etc.)
See all 12 articles

E-contracts

  • Clustdoc e-contracts basics
  • E-signature at Clustdoc
  • 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
See all 11 articles

Identity verification

  • Clustdoc identity verification basics
  • How to set up & add identity verification to your checklist
  • How do users verify themselves successfully

Credit Card Payments

  • Clustdoc payment requests basics
  • How to connect your account with a payment processing module
  • How to create & add a payment request to your checklist
  • List of available currencies for capturing credit card payments

Document Collection

  • Clustdoc Document Collection basics
  • How to make a file request through your onboarding checklist

Tasks

  • Clustdoc tasks basics
  • How to add an appointment booking module to the checklist
  • How to show a presentation video in the end-user's interface

SpreadSheets

  • Clustdoc Spreadsheet basics
  • How to create & add a Spreadsheet to your checklist

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