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.)

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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

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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