💡To get started with Clust I recommend that you follow me during the welcome process (A Pop ups appears once you open your account). But no worries if you missed it.
STEP 1 : SET UP YOUR ACCOUNT
Before your even start using your account, head over to the Settings section and customize your preferences, so your recipients see the right information when they join their secure portal.
STEP 2 : CREATE A TEMPLATE
Now you're ready to start working. Before you send a Document Request, you need to define what you usually require based on your services, right? That's what Templates are made for. Go to Resources> Templates to create your first Template. You can also import one from our Library (Clust Templates).
Within a template you can :
- reorganize all items
- delete or setup each line item
- add a form
- attach company documentation
- customize the notification email
- choose a fun background
STEP 3 : SEND A DOCUMENT REQUEST
You and your team are now ready to work! Click on the purple button called 'New Request' and follow the 3 easy steps.
🔔 A Document Request inherits all it's properties from a Template. That's why without a Template listing everything you need, you can't send a Request.
Get started in 3 easy steps (Admins, Managers)
Get started in 3 easy steps (Agents)