Frequently Asked Questions

Browse through our FAQs or find detailed articles about key features.

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63 articles in this collection
Written by Claire, Marie, Laura and 2 others
FAQs by Topic

The Clust Solution - FAQ

FAQ about Clust and how to use it for your business
Laura avatar
Written by Laura
Updated over a week ago

Personal Profile - FAQ

FAQ about your personal settings, profile picture, notifications and password
Claire avatar
Written by Claire
Updated over a week ago

Company Profile - FAQ

FAQ about Company, CNAME, SMTP, Quotas, Boosters and Usage
Laura avatar
Written by Laura
Updated over a week ago

Team settings - FAQ

FAQ team members, external members, activity view, permissions
Laura avatar
Written by Laura
Updated over a week ago

Cloud and Storage - FAQ

FAQ about Cloud Storage and Storage limits, data usage
Laura avatar
Written by Laura
Updated over a week ago

Templates - FAQ

FAQ about templates, edit name, rename, process, preview, password
Laura avatar
Written by Laura
Updated over a week ago

Online forms - FAQ

FAQ about online forms, edit name, logic jumps, fields type
Laura avatar
Written by Laura
Updated over a week ago

E-contracts - FAQ

FAQ about econtracts, e-contracts, signatures, electronic
Laura avatar
Written by Laura
Updated over a week ago

Credit Card Payment - FAQ

FAQ about Stripe, credit card payment, request payment
Laura avatar
Written by Laura
Updated over a week ago

Applications - FAQ

FAQ about applications, edit application name, due date, conditions
Laura avatar
Written by Laura
Updated over a week ago

Application portals - FAQ

FAQ about application portals, client portals, embedded, wordpress, reference
Claire avatar
Written by Claire
Updated over a week ago

Pricing and Invoicing - FAQ

FAQ about account activation, pricing, plans, quotas, boosters and usage
Laura avatar
Written by Laura
Updated over a week ago

Automations - FAQ

Zapier, form data, csv, extraction
Laura avatar
Written by Laura
Updated over a week ago
HOW TOs: Templates

How to add files to the list as an admin?

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

How to create progress statuses and display them?

progression status update, stages of an application, progression statuses
Claire avatar
Written by Claire
Updated over a week ago

How to filter the checklist based on recipient's profile?

specific conditions, client profile, customer profile, conditional file request
Laura avatar
Written by Laura
Updated over a week ago

How to attach 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

How to translate the portal to my client's language?

Client language, switch language, portal language
Laura avatar
Written by Laura
Updated over a week ago

Customizing invitation email

updating the content of the notification email
Marie avatar
Written by Marie
Updated over a week ago

Creating internal todo lists in Clust

todo list, internal tasks, task management
Claire avatar
Written by Claire
Updated over a week ago

How to make sure I receive all required items from recipients?

mandatory documents, block application submission, missing documents detector
Paul avatar
Written by Paul
Updated over a week ago

How to export application files?

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

How to share application access URL with someone?

sharing client access with someone
Claire avatar
Written by Claire
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

How to add an html script to your portal?

adding chat module, appointment booking module
Claire avatar
Written by Claire
Updated over a week ago

How to add merge fields to your content?

shortcuts, adding tags to emails, merge tags, form fields, custom tags, merge fields
Philip avatar
Written by Philip
Updated over a week ago

How to customize recipient notification emails?

schedule automated reminders, customize reminders, customize emails, notifications
Claire avatar
Written by Claire
Updated over a week ago

How to integrate a portal into your Wordpress?

Wordpress users, client portal wordpress, client portal software, receiving client applications, wordpress plugin client portal
Laura avatar
Written by Laura
Updated over a week ago