🇺🇸 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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51 articles in this collection
Written by Claire, Laura, Paul and 2 others
USING CLUST (HOW TOs)

Working on client applications

how to manage client applications?
Paul avatar
Written by Paul
Updated over a week ago

Activating the B2B toggle

Professional marker, doing business with Small businesses
Paul avatar
Written by Paul
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

Tracking applications history with audit trail

applications history, audit trail, list of actions
Claire avatar
Written by Claire
Updated over a week ago

Creating your Clust business page

Clust public url, automating applications
Charles avatar
Written by Charles
Updated over a week ago

Defining an email sender's name for your notifications

customizing email sender's name
Laura avatar
Written by Laura
Updated over a week ago

Updating your password

changing my password
Marie avatar
Written by Marie
Updated over a week ago

Updating your company logo

updating my company logo
Laura avatar
Written by Laura
Updated over a week ago

Creating an internal reference

Adding an internal reference to your applications
Charles avatar
Written by Charles
Updated over a week ago

Updating notifications preferences

How to update notifications?
Claire avatar
Written by Claire
Updated over a week ago

Updating profile picture

How to update my profile picture?
Laura avatar
Written by Laura
Updated over a week ago

Using folders to organise client applications

Create folder, add client applications to folder, delete folder
Claire avatar
Written by Claire
Updated over a week ago

Editing template background

template picture, background update
Paul avatar
Written by Paul
Updated over a week ago

Organizing a client application or template

drag and drop, updating sections, changing documents
Claire avatar
Written by Claire
Updated over a week ago

Turning off notifications

I don't want to receive alerts, notifications and emails, daily report
Marie avatar
Written by Marie
Updated over a week ago

Synchronizing Clust with a Cloud storage

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

Learning more about user permissions

users permissions, agent, super agent, manager, admin what does it mean?
Laura avatar
Written by Laura
Updated over a week ago

Deleting a contact

erase a contact from my account
Paul avatar
Written by Paul
Updated over a week ago

Sending reminders

automated reminders, manual reminders, one click reminders
Claire avatar
Written by Claire
Updated over a week ago

Requesting documents based on someone's profile

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

Adding a Clust client portal in Wordpress

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

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 over a week ago