🇺🇸 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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67 articles in this collection
Written by Claire, Marie, Laura and 3 others
USING CLUST (HOW TOs)

Setting up the e-signature module

esign documents, request esignatures
Claire avatar
Written by Claire
Updated yesterday

Requesting an online payment

getting paid online, charging clients, receiving payments
Claire avatar
Written by Claire
Updated yesterday

Setting up online payment

connecting clust to stripe, accepting payment, online payments
Claire avatar
Written by Claire
Updated yesterday

Sending a e-signature request

electronic signature, document to be signed
Claire avatar
Written by Claire
Updated yesterday

Working on client applications

how to manage client applications?
Paul avatar
Written by Paul
Updated yesterday

Activating the B2B toggle

Professional marker, doing business with Small businesses, requesting company name
Paul avatar
Written by Paul
Updated yesterday

Customizing invitation email

updating the content of the notification email
Marie avatar
Written by Marie
Updated yesterday

2 factor authentication

security code, stronger authentication, password
Claire avatar
Written by Claire
Updated yesterday

Tracking applications history with audit trail

applications history, audit trail, list of actions
Claire avatar
Written by Claire
Updated yesterday

Creating your Clust business page

Clust public url, automating applications
Clust avatar
Written by Clust
Updated yesterday

Defining an email sender's name for your notifications

customizing email sender's name
Laura avatar
Written by Laura
Updated yesterday

Customizing automated reminders

schedule automated reminders, customize reminders, customize emails, notifications
Claire avatar
Written by Claire
Updated yesterday

Updating your password

changing my password
Marie avatar
Written by Marie
Updated yesterday

Updating your company logo

updating my company logo
Laura avatar
Written by Laura
Updated yesterday

Creating an internal reference

Adding an internal reference to your applications
Clust avatar
Written by Clust
Updated yesterday

Collaborating on applications with third-parties

internal collaboration, how to invite third-parties to applications
Paul avatar
Written by Paul
Updated yesterday

Updating notifications preferences

How to update notifications?
Claire avatar
Written by Claire
Updated yesterday

Updating profile picture

How to update my profile picture?
Laura avatar
Written by Laura
Updated yesterday

Using folders to organise client applications

Create folder, add client applications to folder, delete folder
Claire avatar
Written by Claire
Updated yesterday

Editing template background

template picture, background update
Paul avatar
Written by Paul
Updated yesterday

Organizing a client application or template

drag and drop, updating sections, changing documents
Claire avatar
Written by Claire
Updated yesterday

Turning off notifications

I don't want to receive alerts, notifications and emails, daily report
Marie avatar
Written by Marie
Updated yesterday

Downloading received files

how to export client applications, how to download files
Paul avatar
Written by Paul
Updated yesterday

Synchronizing Clust with a Cloud storage

connecting clust to a cloud storage
Paul avatar
Written by Paul
Updated yesterday

Learning more about user permissions

users permissions, agent, super agent, manager, admin what does it mean?
Laura avatar
Written by Laura
Updated yesterday

Deleting a contact

erase a contact from my account
Paul avatar
Written by Paul
Updated yesterday

Sending reminders manually (One-click)

automated reminders, manual reminders, one click reminders
Claire avatar
Written by Claire
Updated yesterday

Requesting documents based on someone's profile

specific conditions, client profile, customer profile, conditional file request
Laura avatar
Written by Laura
Updated yesterday

Adding a Clust client portal in Wordpress

Wordpress users, client portal wordpress, client portal software, receiving client applications, wordpress plugin client portal
Laura avatar
Written by Laura
Updated yesterday

Resetting your clust password

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

Adding a due date to a client application

due date, expiration date
Claire avatar
Written by Claire
Updated yesterday