๐Ÿ‡บ๐Ÿ‡ธ FAQ in English

Clust is the Nยฐ1 Document collection and client portal software for professionals and Small businesses. Click here for English FAQ

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155 articles in this collection
Written by Claire, Marie, Laura and 2 others
SUMOLINGS FAQ

[MUST READ] Behind the scenes: timeline, updates, fixes ๐Ÿ‘€ ๐ŸŽ

Marie avatar
Written by Marie
Updated over a week ago

Is there a tutorial to get started with?๐Ÿ”ฅ

getting started
Paul avatar
Written by Paul
Updated over a week ago

Can I embed a form into my website?

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

Can I switch a trial account into an AppSumo account? ๐Ÿ”ฅ

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?

Paul avatar
Written by Paul
Updated over a week ago

What's an 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

Do you provide CNAME/SMTP/white label email sending options? ๐Ÿ”ฅ

CNAME is available in Double & Multiple but not live, yet. ETA announced!
Marie avatar
Written by Marie
Updated over a week ago

Can I embed this?

Claire avatar
Written by Claire
Updated over a week ago

What are current eSignatures integrations? ๐Ÿ”ฅ

Paul avatar
Written by Paul
Updated over a week ago

Do you have an API/developer platform

Paul avatar
Written by Paul
Updated over a week ago

I like Clust, can I help you guys improve the content? ๐Ÿ”ฅ

Paul avatar
Written by Paul
Updated over a week ago

Can I use Clust for (Insert your job/activity)? ๐Ÿ”ฅ

Paul avatar
Written by Paul
Updated over a week ago

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

Can you explain the AppSumo plans?

Paul avatar
Written by Paul
Updated over a week ago

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 I collaborate with external stakeholders?

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 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

What are your plans about adding more payment gateways?๐Ÿ”ฅ

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
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 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 over a week ago

What are custom fields? ๐Ÿ†•

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

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 over a week ago

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