A Template combines 2 things: your requirements or items you need to collect and approve as part of a service or process as well as the recipients experience when they join your process through an application portal.
Each template can then cover a different service or workflow for your company.

Let's discover the different tabs you'll need to go through in order to set up your template as well as future recipients experience.

In this tutorial, we will cover the following essential topics. 

  • Anatomy of a template
  • How templates work
  • General tab
  • Appearance tab
  • Client profiles tab
  • Timeframe & stages tab
  • File sharing tab
  • Todo list tab
  • Custom fields tab
  • 🆘Questions/Answers🆘


How to access your Templates section? 

In the header, go to Resources>Application templates to access your list of templates or create a new one.

  • Anatomy of a template

Understanding the different sections of a template will allow you to navigate more easily. 

'Needed items' are the things you may require as part of your process. You can have 1 needed items or 20. It depends on your service or process. Yellow arrows show you where you should go to build and edit your list Needed items. 

'Configuration' will allow you to define the settings of your template such as well as your recipients experience when joining the secure online interface. Click on 'Preview template' to see how updates made in the Configuration tab look like.

'Emails' are automated notifications sent to your recipients based on various events during the client management. Go to this section to customize these 4 email templates.

  • How templates work? 

As seen previously, a template also drives the experience of your recipients. When a recipient access an application portal what they will see is basically defined in the template.
If you process or service requirements happen to change and make you update your template, these changes will affect the experience of future clients like it would in real life if you decided to revamp your process one day.

  • General tab

In this section you can edit your template name (or portal name) and add a welcome message that will be visible by recipients when they join the application portal.

Also pick which additional fields you'd like your team or recipient to fill out when creating a client application.
You can decide to collect the following:

1- A company name
2- A phone number
3- A custom field
4- An answer from a dropdown
If the latter, the custom field will show as the first option of your dropdown.

You can set up your preferences regarding the files you will collect through the application portal.

+Defining which file types and formats you usually accept

If you only want to work with a specific type of format or need files to be of a certain size, you can define this in Team profile>Team settings as well. 

+Converting automatically files to PDF

If you tick this box, all Png & Jpg documents uploaded through your application portal (let's say if your client takes a picture of a document using a smartphone) will automatically be converted to PDF in your admin view. Similarly, you can also export all images as a single PDF when you export the application to your emails from the Application> File export tab.

  • Appearance tab

Define here the main color of your application portal sections as well as the background of the application portal. 

Click on the gear icon in blue below to upload your own background in 1350*950 px format if you need to.

You can also add the script of a floating widget such as an appointment booking module or a chat module if you want to. Hit the contact us box to share your script.

  • Client profiles tab

Language: You can define the client experience language, this will impact the application portal language and the notification emails sent to the recipient. Make sure however that your template checklist is also in the same language. 

Exemptions allow you to let recipients mark an item of the checklist as Not applicable in their situation so you don't wait forever to get a document that doesn't apply.

Conditions allow you to connect a recipient's profile, situation with a required line item. The checklist will rearrange automatically based on the person's choice. 

More about Conditions here.

  • Timeframe & Stages tab

You can define a timeframe based on which Emails (and SMS reminders if activated in your Boosters) will be sent to your recipients. The Timeframe will allow Clust to set a due date and display it to your recipients in email reminders and on the Portal.
You can pick a duration or a fix date or remove the deadline for your process if you want to. 

Progression stages allow you to show different status to your recipients. Once you defined them, you'll be able to progress your applications through each stage. Recipients will receive a status update email which you can customize in 'Emails'. 

  • File sharing tab

In this section you'll be able to attach documentation that will systematically be a accessible to new joiners as soon as they enter the application portal. 

  • Todo list tab

The todo list is only visible among team members. It's a great way to make sure everyone stays on track while managing client applications. List there the different tasks that your team members needs to complete as part of the process/service you're creating as a Clust template.

  • Custom fields tab

The custom fields are flexible options allowing to capture more information internally as part of your applications. Eg. You can create a 'Paragraph' Custom field in a template and have your team fill this out as part of the client management from an application page.

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