This quick tutorial applies to admin users only. Go to the bottom of this article to find
 
== 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 interface. 

== STEP 2 : CREATE A TEMPLATE ==

Now you're ready to start working. Before you share or receive your first client application, 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 required items
  • delete or setup each line item
  • add a form
  • attach company documentation
  • customize the notification email
  • choose a fun background 
  • more...

 == STEP 3 : SHARE A CLIENT APPLICATION OR PUBLISH YOUR PORTAL==

You and your team are now ready to work! Click on the purple button called 'New Application' and follow the 3 easy steps.

🔔 A client application interface inherits all it's properties from a Template. That's why without a Template listing everything you need, you can't start receiving applications from anyone.

Get started in 3 easy steps (Admins, Managers)

What is Clust?

How many team members can I add?

How to add a team member?How many Document requests can I send?

I am a team member, how do I get started? 

Get started in 3 easy steps (Agents)

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