Welcome to our Tutorial on how to collect client documents in 3 easy steps with Clust.
So you just joined Clust and want to start collecting anyone's documents within the next 15 minutes? It takes 3 steps to get started if your an Admin.
Admin? Get started with Clust
1.Set up your account and company
2.Create or import a template from the Clust Templates section (Smart list of supporting documents)
3.Create a Document Request to collect documents from a recipient
🔔 Did you receive a Clust Document Request?
🔔The Help center has over 100 articles to get you and your team up to speed with Clust. A quick search from the chat window (In your Clust account will help you get all the answers you need in no time