The thousands of conversations we had with Clust clients allowed us to gather . In each section you have detailed explanations as well as an FAQ access at the end of each lesson. Click on the purple button to access the related lesson.

  • What is Clust exactly? 
  • Why it is important to rethink the way you work
  • The benefits of using Clust for your business
  • What makes Clust different from any other solution
  • Who uses Clust

  • Audit your current process
  • Move your process to Clust
  • Save as much time as possible while doing this

  • Adding or editing your profile picture
  • Editing your username or email address
  • Updating your account language and account display
  • Updating your password
  • Setting up 2 Factor authentication
  • Defining email notifications preferences and cc'ing team members
  • Seeing your list of teams and creating new teams

  • Updating your company name and email sender's name
  • Adding your Privacy policy url & capturing user consent
  • Defining which file types and formats are allowed from recipients
  • Converting automatically files to PDF
  • Sending files to your Cloud Drive solution
  • Adding & updating your team/company logo
  • Updating your custom domain and sender's email address

  • Deleting team members that you've just invited
  • Deleting team members who joined your company account
  • What are external members? 
  • Adding, removing, managing external members

  • Sending manually applications to your Drive
  • Synchronizing your files with your Cloud Drive solution (automated)
  • See how it looks like Google Drive
  • See how it looks like DropBox

  • Anatomy of a template 
  • How templates work
  • Importing a template from our library
  • Creating a template from scratch
  • Marking elements of the template as private
  • Editing a template name
  • Previewing a template
  • Elements of a template

  • 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

  • Creating an online form
  • Editing form fields
  • Available form fields
  • Importing a form in a template

  • Definition of electronic signatures
  • Are electronic signatures legally binding
  • Definition of digital signatures
  • Which solution is available with Clust
  • Setting up an e-contract
  • Available fields for e-contract
  • Deleting an e-contract field
  • Importing an e-contract in a template

  • Connecting Clust to Stripe
  • Requesting a CC payment
  • Visualizing the client experience
  • Available currencies

  • Inviting someone to submit their information (Creating an application)
  • Creating an application without inviting the recipient yet

  • How application & portals work
  • Publishing your application portal
  • What is the reference number
  • Closing a portal after the deadline
  • Avoiding duplicate submissions
  • Adding custom fields on the application portal

  • How application & portals work
  • Embedding your application portal in your Wordpress
  • Embedding your application portal in your Html Website

  • How to preview approve or reject on received files
  • How to message a client
  • How to loop in a third party to collect feedback
  • How to export an application files
  • Format of received files

  • Submitting information on behalf of recipients
  • Having a third-party submit information on behalf of recipients

  • Using Zapier to create automations
  • Using webhooks
  • Using our API

  • Understanding Clust plans
  • Subscribing to a paid plan
  • Having someone from Clust set up your account

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