🇺🇸 FAQ in English

Clust is the N°1 Document collection and client portal software for professionals and Small businesses. Click here for English FAQ

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154 articles in this collection
Written by Claire, Marie, Laura and 2 others
USERS FAQ

Can I embed a form into my website?

embedding a form
Paul avatar
Written by Paul
Updated over a week ago

How to switch from trial to an AppSumo account?

Paul avatar
Written by Paul
Updated over a week ago

How to redeem many codes in Clust

redeem code, appsumo redemption, stacking, stack
Laura avatar
Written by Laura
Updated over a week ago

Is the portal password protected?

password, remove password
Paul avatar
Written by Paul
Updated over a week ago

What's an application?

application definition, meaning application
Paul avatar
Written by Paul
Updated over a week ago

What is a client?

client, recipients, definition, unlimited clients, clients limit
Claire avatar
Written by Claire
Updated over a week ago

The difference between an Application and a template?

template, applications, difference template, what is
Claire avatar
Written by Claire
Updated over a week ago

Do clients need credentials to access the portal?

Paul avatar
Written by Paul
Updated over a week ago

Who are team members?

team members, team mates, team
Paul avatar
Written by Paul
Updated over a week ago

How much storage do I get?

Paul avatar
Written by Paul
Updated over a week ago

Can I embed this?

Claire avatar
Written by Claire
Updated over a week ago

What are current eSignatures integrations?

Paul avatar
Written by Paul
Updated yesterday

How to troubleshoot a CNAME record?

CNAME, custom domain, custom domain not working
Laura avatar
Written by Laura
Updated yesterday

Troubleshoot SMTP issues

Smtp, email issues, email not working
Laura avatar
Written by Laura
Updated yesterday

Do you have an API/developer platform

Paul avatar
Written by Paul
Updated over a week ago

Can I use Clust for (Insert your job/activity)?

Paul avatar
Written by Paul
Updated yesterday

Can I translate Clust to my language?

Paul avatar
Written by Paul
Updated over a week ago

How to set up Wordpress?

Paul avatar
Written by Paul
Updated over a week ago

Why isn't my Custom Domain working yet?

custom domain, cname, not working
Laura avatar
Written by Laura
Updated yesterday

Is there a mobile app for Clust?

app IOS, android
Paul avatar
Written by Paul
Updated over a week ago

What does a client portal looks like?

Paul avatar
Written by Paul
Updated over a week ago

Can we onboard applicants for multiple products or services in same account?

Paul avatar
Written by Paul
Updated over a week ago

Can I know more about file sharing? (types, format, limitations)

Paul avatar
Written by Paul
Updated over a week ago

What does 300 applications/month means?

Paul avatar
Written by Paul
Updated over a week ago

Can I have unlimited clients?

Paul avatar
Written by Paul
Updated over a week ago

Can I add more currencies to the portal?

Paul avatar
Written by Paul
Updated over a week ago

Do you have a Partner program

Paul avatar
Written by Paul
Updated over a week ago

Can I collaborate with external stakeholders?

Paul avatar
Written by Paul
Updated over a week ago

Can I integrate with Google Drive or Cloud storage?

Paul avatar
Written by Paul
Updated over a week ago

Is it like ContentSnare, Process Street, Clinked (insert your own)?

Paul avatar
Written by Paul
Updated over a week ago

What's the Roadmap for translations?

Paul avatar
Written by Paul
Updated over a week ago

Can I get unlimited applications?

Paul avatar
Written by Paul
Updated over a week ago

What are your plans about adding more payment gateways?

Paul avatar
Written by Paul
Updated yesterday
MANAGING YOUR ACCOUNT/COMPANY

Setting up a custom domain for your application portals

custom domain cname, cname, portal url, custom url, cname
Marie avatar
Written by Marie
Updated yesterday

How to setup custom email addresses with SMTP

smtp, custom email sender's name, custom email, email sender
Marie avatar
Written by Marie
Updated today

Updating company details and personal profile

change company name, change email, modify profile, picture
Claire avatar
Written by Claire
Updated over a week ago

Changing account display (personal/ team)

Change account activity, view team activity
Claire avatar
Written by Claire
Updated over a week ago

Activating the B2B toggle

Professional marker, doing business with Small businesses, requesting company name, request company name
Paul avatar
Written by Paul
Updated over a week ago

Activating auto-PDF conversion

PDF conversion, automatically convert files to PDF
Claire avatar
Written by Claire
Updated over a week ago

Protecting your account with 2 factor authentication

security code, stronger authentication, password
Claire avatar
Written by Claire
Updated over a week ago

Updating profile picture

How to update my profile picture?
Laura avatar
Written by Laura
Updated over a week ago

Updating your company logo

updating my company logo
Laura avatar
Written by Laura
Updated over a week ago

Updating your password

changing my password
Marie avatar
Written by Marie
Updated over a week ago

Adding your T&Cs to your portal

capture consent, adding terms, terms and conditions
Claire avatar
Written by Claire
Updated over a week ago

Resetting your clust password

update password, password reset, portal password
Paul avatar
Written by Paul
Updated over a week ago

Learning more about storage pricing

is storage free, storage limits, max storage
Claire avatar
Written by Claire
Updated over a week ago

Creating sub-accounts

sub accounts, AS sub-accounts, agency, agencies, multiple brands
Marie avatar
Written by Marie
Updated over a week ago

Lifting the limits in your AS Sub-account

Increasing limits in Sub-account, AppSumo
Claire avatar
Written by Claire
Updated over a week ago

Understanding the sub-accounts feature

sub-accounts, multiple accounts, multiple brands, sub-brands, another company
Marie avatar
Written by Marie
Updated yesterday
MANAGING TEMPLATES

What's a template and how to set it up?

template, get started, What can be done with a template
Laura avatar
Written by Laura
Updated over a week ago

Creating a Template

How to create a template? How to set up a template?, welcome message to clients
Claire avatar
Written by Claire
Updated over a week ago

Adding headers to your Clust templates

headers, subtitles, sections, divider, subtitles, free text
Claire avatar
Written by Claire
Updated over a week ago

Editing the 'Information tab' of the client interface

Paul avatar
Written by Paul
Updated over a week ago

Requesting documents to someone

requesting a document,
Claire avatar
Written by Claire
Updated over a week ago

Requesting documents based on someone's profile

specific conditions, client profile, customer profile, conditional file request
Laura avatar
Written by Laura
Updated over a week ago

Organizing a client application or template

drag and drop, updating sections, changing documents,
Claire avatar
Written by Claire
Updated over a week ago

Defining a max size and extension type for accepted files

max file size, file extensions, size limit, limits
Laurent avatar
Written by Laurent
Updated over a week ago

Adding tasks to be completed in the portal

adding url, adding specific tasks,
Laurent avatar
Written by Laurent
Updated over a week ago

Adding a text box or subtitle to your lists

Subtitle, free text, divider, header section,
Claire avatar
Written by Claire
Updated over a week ago

Adding a due date to a client application

due date, expiration date
Laura avatar
Written by Laura
Updated over a week ago

Removing a date on a template

removing a date on template, cancel reminders
Claire avatar
Written by Claire
Updated over a week ago

How to connect your Clust account with HelloSign

esignature, hellosign integrations
Claire avatar
Written by Claire
Updated over a week ago

Connecting Clust with DocuSign

esign documents, request esignatures, esignature, DocuSign
Claire avatar
Written by Claire
Updated over a week ago

How does the eSignature looks like (client experience)

client view for esignature, how to create esignature
Claire avatar
Written by Claire
Updated over a week ago

Synchronizing Clust with a Cloud storage

connecting clust to a cloud storage, Google Drive, DropBox
Paul avatar
Written by Paul
Updated yesterday

What are custom fields? 🆕

custom fields, setting up custom fields, updating
Laura avatar
Written by Laura
Updated over a week ago

Editing template background

template picture, background update
Paul avatar
Written by Paul
Updated over a week ago

Removing the due date and reminders

Paul avatar
Written by Paul
Updated over a week ago

Previewing a form and template

How to preview a form, How to preview a template
Claire avatar
Written by Claire
Updated over a week ago

Creating progression stages for your applications

progression status update, stages of an application
Claire avatar
Written by Claire
Updated over a week ago
CREATING & MANAGING APPLICATIONS

How to create an application?

Creating a Clust application, what is an application
Paul avatar
Written by Paul
Updated over a week ago

Creating a client application from your account

Creating and sending client applications, sending a file request
Laurent avatar
Written by Laurent
Updated over a week ago

Previewing an application

preview a client application
Claire avatar
Written by Claire
Updated over a week ago

Sending application url to the recipient

sharing client access with someone
Claire avatar
Written by Claire
Updated over a week ago

Searching from the applications page

Claire avatar
Written by Claire
Updated over a week ago

Working with non-english speaking clients

Client language, switch language, portal language
Laura avatar
Written by Laura
Updated over a week ago

Adding a private line item to an application

private items, hidden line items
Paul avatar
Written by Paul
Updated over a week ago

Working on client applications

how to manage client applications?
Paul avatar
Written by Paul
Updated over a week ago

Approving client documents (why and how)

approve, validate documents, approve client files
Paul avatar
Written by Paul
Updated yesterday

Adding a reference to an application (automated flow)

reference to an application automated flow,
Claire avatar
Written by Claire
Updated over a week ago

Rejecting on wrong documents

rejecting documents, wrong documents, commenting files
Claire avatar
Written by Claire
Updated over a week ago

Downloading received files

how to export client applications, how to download files
Paul avatar
Written by Paul
Updated over a week ago

Sending reminders manually (One-click)

automated reminders, manual reminders, one click reminders
Claire avatar
Written by Claire
Updated over a week ago

Displaying an application status update to recipients

application progress status
Claire avatar
Written by Claire
Updated over a week ago

Adding documents to the needs list as an admin

file sharing, adding files
Paul avatar
Written by Paul
Updated over a week ago

Sharing documents with third-parties

internal collaboration, how to invite third-parties to applications, sharing documents with colleagues
Paul avatar
Written by Paul
Updated over a week ago

Attaching documents to the client interface

adding attachments the portal, file sharing with the clients, add documents to the application template
Paul avatar
Written by Paul
Updated over a week ago

Tracking applications history with audit trail

applications history, audit trail, list of actions
Paul avatar
Written by Paul
Updated over a week ago

Creating an internal reference

Adding an internal reference to your applications
Laura avatar
Written by Laura
Updated over a week ago