This feature allows you to upload documents from the admin interface, directly into a needs list on behalf of a recipient.

Here are some cases when this could be useful:

  • A customer hands over a required document by email, you add on his behalf in the Clust list and check the 'Show in the Portal' option

Client will see that the line item has been completed (Pending approval)

  • You want to add private files to a recipient's application. In this case you can mark the line item as not visible by client after adding your file

⚠️This feature is different from the file sharing feature. It's just intended for you to better manage applications and adding manually required documents into the list.

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