๐Ÿ‡บ๐Ÿ‡ธ MUST-READ & Beginner's Lessons

20 essential lessons to master Clust by the end of your free trial.

Claire avatar Marie avatar Laura avatar +2
28 articles in this collection
Written by Claire, Marie, Laura and 2 others
Getting Started with Clust

Table of content

Edit logo, edit template name, add users, sync' Cloud, set up payment and more
Laura avatar
Written by Laura
Updated over a week ago

Part #1: Fundamentals

tutorials, get started, user guide, new user, essentials, walkthrough, demo, webinar, customer service, help
Marie avatar
Written by Marie
Updated over a week ago

Part #2: Mapping out your process

template, explanation Clust, process, onboarding
Philip avatar
Written by Philip
Updated over a week ago

Part #3: Setting up your personal profile

user picture, update user email, account display, password, 2 factor authentication, notifications, alerts, notify, cc' team members
Laura avatar
Written by Laura
Updated over a week ago

Part #4: Setting up your company profile

team, edit team, edit company, logo, company name, custom domain, smtp, email sender, CNAME
Claire avatar
Written by Claire
Updated over a week ago

Part #5: Managing your team

invite team members, colleagues, team members, activity history, extra team, sub-account, Team members permissions
Marie avatar
Written by Marie
Updated over a week ago

Part #6: Sync'ing Clust with the Cloud

Cloud drive, google drive, dropbox, file export, cloud storage, data, limit, GB, folder, doesn't create, clust folder
Paul avatar
Written by Paul
Updated over a week ago

Part #7: Creating your template

create a template, template definition, template library, name template, edit template, task, eSignature, payment, change the name
Laura avatar
Written by Laura
Updated over a week ago

Part #8: Editing your template

template Configuration, emails, SMS, edit template, template set up, change the name, company name
Claire avatar
Written by Claire
Updated over a week ago

Part #9: Creating/editing your online form

online form, create a form, import form, online form fields
Claire avatar
Written by Claire
Updated over a week ago

Part #10: Setting up your e-contract

e contract, e-contract, esignature, signature, electronic signature, digital signature
Philip avatar
Written by Philip
Updated over a week ago

Part #11: Setting up CC payment

stripe payment card, credit card payment, payment request, currencies
Marie avatar
Written by Marie
Updated over a week ago

Part #12: Inviting someone to submit their information

creating application, new application, requesting information, file request
Marie avatar
Written by Marie
Updated over a week ago

Part #13: Collecting applications from a public portal

application portal, client portal, create portal, publish portal, submission portal
Marie avatar
Written by Marie
Updated over a week ago

Part #14: Embedding an application portal in a website

embedded client portal, wordpress, html, iframe, client portal, applications portal
Laura avatar
Written by Laura
Updated over a week ago

Part #15: Managing client applications and information

applications, manage applications, collaboration, file export
Marie avatar
Written by Marie
Updated over a week ago

Part #16: Submitting information on behalf of a recipient

submitting information as admin, adding information as an admin
Claire avatar
Written by Claire
Updated over a week ago

Part #17: Building automations with Clust

zapier, automation, API, integration
Laura avatar
Written by Laura
Updated over a week ago

Part #18: Activating your Clust account

subscription, plans, activation, trial period, plans comparison
Laura avatar
Written by Laura
Updated over a week ago

Part #19: Learning about Security at Clust

Security, how safe is Clust, servers, hosting
Laura avatar
Written by Laura
Updated over a week ago

Part #20: Contacting Customer Support

help, training and configuration, template, demo, webinar
Laura avatar
Written by Laura
Updated over a week ago

Bonus: Understanding Clust glossary

terminology, glossary, definitions, terms
Marie avatar
Written by Marie
Updated over a week ago