# Clustdoc Help Center

> Clustdoc Help Center

## English

### Getting Started

- [What Is Clustdoc? Platform overview](https://support.clustdoc.com/en/articles/10048483-what-is-clustdoc-platform-overview.md): What is Clustdoc? It centralizes and automates document-heavy onboarding with external parties and transforms client-facing workflows for regulated industries.
- [Hiring someone to set up your process on your behalf](https://support.clustdoc.com/en/articles/10048500-hiring-someone-to-set-up-your-process-on-your-behalf.md)
- [What's the difference between monthly and annual plans](https://support.clustdoc.com/en/articles/10048507-what-s-the-difference-between-monthly-and-annual-plans.md)

### Account, Team & Company

- [How to invite a person to submit applications for someone else ?](https://support.clustdoc.com/en/articles/12528972-how-to-invite-a-person-to-submit-applications-for-someone-else.md)

### Processes

- [Automatically extract information from a document](https://support.clustdoc.com/en/articles/14090732-automatically-extract-information-from-a-document.md)
- [Conditional display FAQ for Clustdoc checklists](https://support.clustdoc.com/en/articles/14107069-conditional-display-faq-for-clustdoc-checklists.md): Why isn't your conditional display rule working? This Clustdoc FAQ covers merge fields versus logic jumps and how admin checklist views are affected.
- [Formulas merge fields](https://support.clustdoc.com/en/articles/15501337-formulas-merge-fields.md)
- [Examples of controls you can create](https://support.clustdoc.com/en/articles/14091659-examples-of-controls-you-can-create.md)

### Onboarding Steps: Forms, eSignatures...

- [Advanced Electronic Signature at Clustdoc](https://support.clustdoc.com/en/articles/12841782-advanced-electronic-signature-at-clustdoc.md)

### Online Applications 

- [Customize the checklist when creating an application](https://support.clustdoc.com/en/articles/12524775-customize-the-checklist-when-creating-an-application.md)
- [Import a Spreadsheet into a Checklist](https://support.clustdoc.com/en/articles/10048665-import-a-spreadsheet-into-a-checklist.md): Import an existing spreadsheet into any Clustdoc checklist step, whether in a process template or a live application, to reuse your data instantly.
- [Add data fields to contact pages](https://support.clustdoc.com/en/articles/12396672-add-data-fields-to-contact-pages.md): Add custom data fields to your Clustdoc contact and company pages to track extra details like critical data points or documents, organized with group headers.
- [Auto sync data between directories and apps](https://support.clustdoc.com/en/articles/12396723-auto-sync-data-between-directories-and-apps.md): Stop double entry for good: Clustdoc data link syncs information between your contact or company records and applications automatically, both ways.

### Automation, Workflow, Integrations

- [Send HTTP requests with Clustdoc automations](https://support.clustdoc.com/en/articles/10048679-send-http-requests-with-clustdoc-automations.md): Send HTTP requests from Clustdoc automations to notify your CRM or any external tool the moment an application is approved by your team, right away.
- [Sync Clustdoc with 7000+ business apps](https://support.clustdoc.com/en/articles/10048680-sync-clustdoc-with-7000-business-apps.md): Sync Clustdoc with over 7000 apps using Zapier, Make or Pabbly Connect, or link native CRM integrations like Pipedrive, Monday and HubSpot directly.
- [Send Clustdoc documents to Salesforce](https://support.clustdoc.com/en/articles/10048681-send-clustdoc-documents-to-salesforce.md): Automate how you send Clustdoc documents to Salesforce with Zapier, using the New Document Added trigger to keep client files synced with your CRM.
- [Installing and using Clustdoc app on HubSpot](https://support.clustdoc.com/en/articles/10048682-installing-and-using-clustdoc-app-on-hubspot.md): Set up the Clustdoc app on HubSpot in a few clicks and start onboarding your HubSpot leads without ever leaving your CRM. Follow this step by step guide.
- [How to uninstall the Clustdoc app from HubSpot](https://support.clustdoc.com/en/articles/10048683-how-to-uninstall-the-clustdoc-app-from-hubspot.md)
- [Set up the Clustdoc Pipedrive integration](https://support.clustdoc.com/en/articles/10048685-set-up-the-clustdoc-pipedrive-integration.md): Get the Clustdoc Pipedrive integration running: install the app from the marketplace, connect your account, and invite contacts to start onboarding.
- [How to uninstall the Clustdoc app from Pipedrive](https://support.clustdoc.com/en/articles/10048686-how-to-uninstall-the-clustdoc-app-from-pipedrive.md)
- [Connect Clustdoc to Zapier for automation](https://support.clustdoc.com/en/articles/10048687-connect-clustdoc-to-zapier-for-automation.md): Connect Clustdoc to Zapier to automate onboarding: trigger a Clustdoc invitation the moment a lead changes status in your CRM, no coding required.
- [How to fix portal issues when using WP Elementor](https://support.clustdoc.com/en/articles/10048694-how-to-fix-portal-issues-when-using-wp-elementor.md)
- [Sending your applications' data to Salesforce](https://support.clustdoc.com/en/articles/10048688-sending-your-applications-data-to-salesforce.md)
- [Installing and using Clustdoc app](https://support.clustdoc.com/en/articles/11161628-installing-and-using-clustdoc-app.md)
- [Uninstalling the Clustdoc app](https://support.clustdoc.com/en/articles/11383258-uninstalling-the-clustdoc-app.md)
- [Guide to the Clustdoc Make integration](https://support.clustdoc.com/en/articles/11641379-guide-to-the-clustdoc-make-integration.md): See how the Clustdoc Make integration links your account to hundreds of apps without code, using a Slack alert for new client documents as an example.
- [Create an application inline using a URL](https://support.clustdoc.com/en/articles/10048689-create-an-application-inline-using-a-url.md): Create an application inline using a simple Clustdoc URL, then embed the onboarding form in an iframe on your own site. Team activation required.
- [Where to find the Clustdoc API documentation](https://support.clustdoc.com/en/articles/10048690-where-to-find-the-clustdoc-api-documentation.md): Need the Clustdoc API documentation to start building? Find the direct link to our developer docs and begin integrating Clustdoc with your systems.
- [Set up webhooks for instant notifications](https://support.clustdoc.com/en/articles/10048684-set-up-webhooks-for-instant-notifications.md): Set up Clustdoc webhooks to fire an instant HTTP POST to your chosen URL each time a new submission arrives, an advanced tool built for developers.
- [How to create an API Token in Clustdoc](https://support.clustdoc.com/en/articles/10048692-how-to-create-an-api-token-in-clustdoc.md): Create a Clustdoc API token in a few clicks, assign it custom permissions, and start calling the Clustdoc API securely from your own tools today.

### Clustdoc AI

- [Clustdoc AI Features](https://support.clustdoc.com/en/articles/14108642-clustdoc-ai-features.md)
- [How to connect your AI solution to Clustdoc](https://support.clustdoc.com/en/articles/14066676-how-to-connect-your-ai-solution-to-clustdoc.md): Connect your own ChatGPT, Claude or Mistral AI API key to Clustdoc and use your preferred AI solution directly inside your account in a few steps.

### Messages, Email, SMS Notifications

- [Set your admin notification preferences in Clustdoc](https://support.clustdoc.com/en/articles/10048709-set-your-admin-notification-preferences-in-clustdoc.md): Configure your Clustdoc admin notification preferences and cc teammates on application alerts from your profile, so the right people stay informed.
- [Track the activity of your applications](https://support.clustdoc.com/en/articles/12268772-track-the-activity-of-your-applications.md): Every update on your applications, the moment it happens: track application activity in Clustdoc's feed, a log of team and client actions with filters.

### Security & Legal

- [Is Clustdoc Secure? yes, and here is how](https://support.clustdoc.com/en/articles/10048722-is-clustdoc-secure-yes-and-here-is-how.md): Wondering is Clustdoc secure for sensitive files? See the GDPR compliant safeguards behind Clustdoc onboarding, from AWS infrastructure to a full audit trail.
- [Learning about your rights as a Clustdoc user](https://support.clustdoc.com/en/articles/10048723-learning-about-your-rights-as-a-clustdoc-user.md)
- [Is Clustdoc HIPAA compliant? A quick answer](https://support.clustdoc.com/en/articles/10048724-is-clustdoc-hipaa-compliant-a-quick-answer.md): Is Clustdoc HIPAA compliant? Understand how US HIPAA law and EU GDPR govern patient health data \(PHI\) before you store or share sensitive records.
- [Clustdoc GDPR Compliance and Data Protection](https://support.clustdoc.com/en/articles/10048725-clustdoc-gdpr-compliance-and-data-protection.md): See how Clustdoc meets GDPR compliance requirements, from a registered Data Protection Officer to trained staff who safeguard your personal data.
- [Clustdoc security best practices guide](https://support.clustdoc.com/en/articles/10048726-clustdoc-security-best-practices-guide.md): Follow these Clustdoc security best practices, from browser updates to disabling autofill passwords, to keep your account and customer data protected.
- [Signing the Clustdoc Data Processing Agreement](https://support.clustdoc.com/en/articles/10048727-signing-the-clustdoc-data-processing-agreement.md): Sign the Clustdoc Data Processing Agreement to confirm how your personal data is handled under GDPR if you are an EU customer.
- [How to automatically flush applications from your account](https://support.clustdoc.com/en/articles/10048731-how-to-automatically-flush-applications-from-your-account.md)
- [How to capture user consent on the online interface](https://support.clustdoc.com/en/articles/10048732-how-to-capture-user-consent-on-the-online-interface.md)
- [Set up two factor authentication \(2FA\)](https://support.clustdoc.com/en/articles/10048733-set-up-two-factor-authentication-2fa.md): Set up two factor authentication on your Clustdoc account with any TOTP app, then save your backup code to keep access safe on unrecognized devices.
- [How to authorize Clustdoc support to access your account ?](https://support.clustdoc.com/en/articles/10048728-how-to-authorize-clustdoc-support-to-access-your-account.md)
- [How to manage data privacy requests?](https://support.clustdoc.com/en/articles/10048734-how-to-manage-data-privacy-requests.md)
- [Set a password expiration policy in Clustdoc](https://support.clustdoc.com/en/articles/10048735-set-a-password-expiration-policy-in-clustdoc.md): Keep contact accounts secure without the hassle. Clustdoc lets admins force a password reset after a set number of days, right from the privacy settings.

## Français

### Démarrer avec Clustdoc

- [Qu'est-ce que Clustdoc ? Tour d'horizon de la plateforme](https://support.clustdoc.com/fr/articles/10048483-qu-est-ce-que-clustdoc-tour-d-horizon-de-la-plateforme.md): Qu'est-ce que Clustdoc ? La plateforme aide les professionnels à automatiser la constitution de dossiers clients et administratifs dans le cadre de l'entrée en relation.
- [Comment demander à Clustdoc de vous configurer votre procédure ?](https://support.clustdoc.com/fr/articles/10048500-comment-demander-a-clustdoc-de-vous-configurer-votre-procedure.md)
- [Plans mensuels ou annuels : quelle différence](https://support.clustdoc.com/fr/articles/10048507-plans-mensuels-ou-annuels-quelle-difference.md)

### Compte, collaborateurs, société

- [Comment inviter une personne à soumettre des dossiers pour le compte de quelqu’un d’autre ?](https://support.clustdoc.com/fr/articles/12528972-comment-inviter-une-personne-a-soumettre-des-dossiers-pour-le-compte-de-quelqu-un-d-autre.md)

### Procédures

- [Extraire automatiquement des informations depuis un document](https://support.clustdoc.com/fr/articles/14090732-extraire-automatiquement-des-informations-depuis-un-document.md)
- [Questions fréquentes sur l’affichage conditionnel](https://support.clustdoc.com/fr/articles/14107069-questions-frequentes-sur-l-affichage-conditionnel.md)
- [Balises liées aux formules](https://support.clustdoc.com/fr/articles/15501337-balises-liees-aux-formules.md)
- [Exemples de contrôles que vous pouvez créer](https://support.clustdoc.com/fr/articles/14091659-exemples-de-controles-que-vous-pouvez-creer.md)

### Elements de procédure \(eSignatures, Formulaires, ...\)

- [Signature électronique avancée \(AES\) dans Clustdoc](https://support.clustdoc.com/fr/articles/12841782-signature-electronique-avancee-aes-dans-clustdoc.md)

### Traiter des dossiers

- [Personnaliser un dossier dès sa création](https://support.clustdoc.com/fr/articles/12524775-personnaliser-un-dossier-des-sa-creation.md)
- [Importer un tableur dans un dossier en ligne](https://support.clustdoc.com/fr/articles/10048665-importer-un-tableur-dans-un-dossier-en-ligne.md)
- [Gérez vos champs de données pour les contacts et les entreprises](https://support.clustdoc.com/fr/articles/12396672-gerez-vos-champs-de-donnees-pour-les-contacts-et-les-entreprises.md)
- [Synchroniser automatiquement les données entre les profils et les dossiers](https://support.clustdoc.com/fr/articles/12396723-synchroniser-automatiquement-les-donnees-entre-les-profils-et-les-dossiers.md)

### Intégrations & Automatisation

- [Connecter Clustdoc à plus de 7000 outils](https://support.clustdoc.com/fr/articles/10048680-connecter-clustdoc-a-plus-de-7000-outils.md): Intégrez Clustdoc à d'autres outils métiers et synchronisez vos dossiers avec plus de 7000 applications via Zapier, Make et d'autres plateformes.
- [Envoyer les documents de vos dossiers vers Salesforce](https://support.clustdoc.com/fr/articles/10048681-envoyer-les-documents-de-vos-dossiers-vers-salesforce.md)
- [Installer l'intégration Clustdoc sur HubSpot](https://support.clustdoc.com/fr/articles/10048682-installer-l-integration-clustdoc-sur-hubspot.md): Configurez l'intégration Clustdoc HubSpot en quelques clics, connectez votre compte et invitez vos prospects HubSpot à démarrer un dossier depuis le CRM.
- [Désinstaller l'application Clustdoc dans HubSpot](https://support.clustdoc.com/fr/articles/10048683-desinstaller-l-application-clustdoc-dans-hubspot.md)
- [En savoir plus sur la solution Zapier](https://support.clustdoc.com/fr/articles/10048687-en-savoir-plus-sur-la-solution-zapier.md)
- [Installer le Plugin WordPress avec WP Elementor](https://support.clustdoc.com/fr/articles/10048694-installer-le-plugin-wordpress-avec-wp-elementor.md)
- [Envoyer les données de vos dossiers vers Salesforce](https://support.clustdoc.com/fr/articles/10048688-envoyer-les-donnees-de-vos-dossiers-vers-salesforce.md)
- [Installer et configurer l'intégration Clustdoc](https://support.clustdoc.com/fr/articles/11161628-installer-et-configurer-l-integration-clustdoc.md)
- [Désinstaller l’application Clustdoc](https://support.clustdoc.com/fr/articles/11383258-desinstaller-l-application-clustdoc.md)
- [En savoir plus sur la solution Make](https://support.clustdoc.com/fr/articles/11641379-en-savoir-plus-sur-la-solution-make.md)
- [Où trouver la documentation développeurs](https://support.clustdoc.com/fr/articles/10048690-ou-trouver-la-documentation-developpeurs.md)
- [Utiliser les Webhooks](https://support.clustdoc.com/fr/articles/10048684-utiliser-les-webhooks.md)
- [Créer un token API Clustdoc: le guide](https://support.clustdoc.com/fr/articles/10048692-creer-un-token-api-clustdoc-le-guide.md): Voici comment créer un token API Clustdoc depuis les paramètres de votre équipe, en choisissant les permissions à attribuer avant de valider le jeton.

### Clustdoc IA

- [Les fonctionnalités IA de Clustdoc](https://support.clustdoc.com/fr/articles/14108642-les-fonctionnalites-ia-de-clustdoc.md)
- [Comment connecter votre service d'IA](https://support.clustdoc.com/fr/articles/14066676-comment-connecter-votre-service-d-ia.md)

### Messages, Notifications emails & SMS

- [Mettre des collaborateurs en copie de notifications](https://support.clustdoc.com/fr/articles/10048709-mettre-des-collaborateurs-en-copie-de-notifications.md)
- [Suivre l’activité de vos dossiers](https://support.clustdoc.com/fr/articles/12268772-suivre-l-activite-de-vos-dossiers.md)

### Sécurité & Conformité

- [Clustdoc est-il sécurisé ? La réponse](https://support.clustdoc.com/fr/articles/10048722-clustdoc-est-il-securise-la-reponse.md): Clustdoc est-il sécurisé pour vos dossiers clients ? Oui: traçabilité complète, conformité RGPD et infrastructure AWS chiffrée à chaque étape de la collecte.
- [Vos droits en tant qu'utilisateur de Clustdoc](https://support.clustdoc.com/fr/articles/10048723-vos-droits-en-tant-qu-utilisateur-de-clustdoc.md)
- [Clustdoc est-il conforme à la loi HIPAA ?](https://support.clustdoc.com/fr/articles/10048724-clustdoc-est-il-conforme-a-la-loi-hipaa.md)
- [Nos engagements RGPD chez Clustdoc](https://support.clustdoc.com/fr/articles/10048725-nos-engagements-rgpd-chez-clustdoc.md): Clustdoc détaille ses engagements RGPD, des formations internes aux mesures techniques qui protègent les données de vos clients au quotidien sur le terrain.
- [Nos conseils pour protéger votre activité avec Clustdoc](https://support.clustdoc.com/fr/articles/10048726-nos-conseils-pour-proteger-votre-activite-avec-clustdoc.md): Découvrez les bonnes pratiques Clustdoc pour protéger votre compte, les données de vos clients et votre activité face aux risques en ligne chaque jour.
- [Signer l'accord de traitement des données | Clustdoc](https://support.clustdoc.com/fr/articles/10048727-signer-l-accord-de-traitement-des-donnees-clustdoc.md): Signez l'accord de traitement des données Clustdoc pour un cadre conforme RGPD sur le traitement des données de vos clients et prospects.
- [Supprimer automatiquement des dossiers](https://support.clustdoc.com/fr/articles/10048731-supprimer-automatiquement-des-dossiers.md)
- [Capturer le consentement de vos destinataires](https://support.clustdoc.com/fr/articles/10048732-capturer-le-consentement-de-vos-destinataires.md)
- [Mettre en place l'authentification à 2 facteurs](https://support.clustdoc.com/fr/articles/10048733-mettre-en-place-l-authentification-a-2-facteurs.md)
- [Comment autoriser le support Clustdoc à accéder à votre compte ?](https://support.clustdoc.com/fr/articles/10048728-comment-autoriser-le-support-clustdoc-a-acceder-a-votre-compte.md)
- [Gérer les demandes liées à la confidentialité](https://support.clustdoc.com/fr/articles/10048734-gerer-les-demandes-liees-a-la-confidentialite.md)
- [Définir une date d'expiration de mot de passe](https://support.clustdoc.com/fr/articles/10048735-definir-une-date-d-expiration-de-mot-de-passe.md)