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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147 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 this week

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

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 this week

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

Paul avatar
Written by Paul
Updated this week

How to redeem many codes in Clust

redeem code, appsumo redemption, stacking, stack
Laura avatar
Written by Laura
Updated this week

What's an application?

Paul avatar
Written by Paul
Updated over a week ago

Is the portal password protected?

Paul avatar
Written by Paul
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?

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

Does the AppSumo Stackable plans allow me to get multiple companies ? 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

Can I manage multiple companies from a single Clust account ๐Ÿ”ฅ

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 this week

Is there a mobile app for Clust?

app IOS, android
Paul avatar
Written by Paul
Updated today

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 difference between white-label and branded portal?

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 in the last hour

Creating a Template

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

Adding headers to your Clust templates

headers, subtitles, sections,
Claire avatar
Written by Claire
Updated in the last hour

Editing the 'Information tab' of the client interface

Paul avatar
Written by Paul
Updated in the last hour

Requesting documents to someone

requesting a document,
Claire avatar
Written by Claire
Updated this week

Requesting documents based on someone's profile

specific conditions, client profile, customer profile, conditional file request
Laura avatar
Written by Laura
Updated in the last hour

Organizing a client application or template

drag and drop, updating sections, changing documents,
Claire avatar
Written by Claire
Updated in the last hour

Defining a max size and extension type for accepted files

max file size, file extensions, size limit, limits
Laurent avatar
Written by Laurent
Updated in the last hour

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

How to connect your Clust account with HelloSign

esignature, hellosign integrations
Claire avatar
Written by Claire
Updated this week

Connecting Clust with DocuSign

esign documents, request esignatures, esignature, DocuSign
Claire avatar
Written by Claire
Updated this week

How does the eSignature looks like (client experience)

client view for esignature, how to create esignature
Claire avatar
Written by Claire
Updated this week

Synchronizing Clust with a Cloud storage

connecting clust to a cloud storage
Paul avatar
Written by Paul
Updated this week

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 this week

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 this week

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 this week

Sending application url to the recipient

sharing client access with someone
Claire avatar
Written by Claire
Updated this week

Searching from the applications page

Claire avatar
Written by Claire
Updated this week

Working with non-english speaking clients

Laura avatar
Written by Laura
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

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 progress status 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 this week

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