🇺🇸 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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120 articles in this collection
Written by Claire, Marie, Laura and 3 others
USERS FAQ

Creating sub-accounts

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

How to troubleshoot a CNAME record?

CNAME, custom domain, custom domain not working
Laura avatar
Written by Laura
Updated over a week ago

Troubleshoot SMTP issues

Smtp, email issues, email not working
Laura avatar
Written by Laura
Updated over a week ago

How much storage do I get?

storage, size, file
Paul avatar
Written by Paul
Updated over a week ago

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

Comparison, what is Clust, definition, tutorial, onboarding
Paul avatar
Written by Paul
Updated over a week ago

Can I embed a form into my website?

embedding a form, online form, form builder, form
Paul avatar
Written by Paul
Updated over a week ago

Do clients need credentials to access the portal?

password, credentials, client access
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 over a week ago

Is there a mobile app for Clust?

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

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

joint applications, multiple recipients, cc
Paul avatar
Written by Paul
Updated over a week ago

What does a client portal looks like?

client experience, interface, portal, application
Paul avatar
Written by Paul
Updated over a week ago

I can't embed Wordpress plugin (Elementor conflicts)

wordpress issues
Laura avatar
Written by Laura
Updated over a week ago

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

file sharing, file size, limit size, format
Paul avatar
Written by Paul
Updated over a week ago

Can I have unlimited clients?

clients limit, number of clients, applications
Paul avatar
Written by Paul
Updated over a week ago

Can I collaborate with external stakeholders?

collaboration, third parties, guests
Paul avatar
Written by Paul
Updated over a week ago

How to switch from trial to an AppSumo account?

AppSumo, code, redeem, stack
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
CREATING & MANAGING APPLICATIONS

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-native 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, internal documents, hide documents, hide files
Paul avatar
Written by Paul
Updated over a week ago

Essentials of 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

Adding documents to the needs list as an admin

file sharing, adding files, document request, document upload
Marie avatar
Written by Marie
Updated over a week ago

Exporting applications files

file export
Claire avatar
Written by Claire
Updated over a week ago

Sharing documents with third-parties

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

Creating/editing an internal reference

internal reference, number, ID, edit internal reference, reference number
Marie avatar
Written by Marie
Updated over a week ago