[Features Updates] Sort client applications, simplify team permissions, import external forms and more...✨


Onboard, verify and handle new clients with Clustdoc	Open in browser window

A big thank you for another successful year! And what better way to get 2023 ready than with new powerful features and updates? 🤩

See how we’re getting Clustdoc ready for you and your team to make the most of your digital onboarding workflows.

Manage client applications like a pro with sorting options

You can now personalize your applications’ view by organizing them according to their status or last update. This way, you can easily tailor the view to suit your team’s unique needs and stay up-to-date on your clients’ applications.

This new update can be displayed to any application view you create and is a perfect way to build your own view and focus on relevant data.

Add sorting options in your application tab

Assign existing users permissions and roles to new users in a flash

Do you spend time adding new team member’ roles and permissions manually? We’ve got you covered.

You are now able to copy abilities from existing users when inviting new users to your account, saving time on setting up roles and permissions for team members.

You can ensure your onboarding workflow is runned by the right people.

Let's copy existing user abilities

Add owners shortcut to your applications and keep it up to date

Say goodbye to navigating through your client application to update the owner. 😊

The owners shortcut header feature allows you to quickly change the owner of an existing application, while keeping your application updated.

Add owners shortcut to your application

Import external forms into your Clustdoc process in a snap

If you ever used Form Builder Tools like Typeform, Jotform or Google Forms to collect stakeholders information, you might like this new release!

From now on, you’ll be able to import your external forms into your Clustdoc forms.

Simply connect your tool with Clustdoc to automatically import all the fields of your existing form.

Import your external forms into Clustdoc

💫 You liked it, but want more?

Build new automations with our latest trigger available: When an application is prevalidated.

Leverage your onboarding workflows with 2 new actions: Changing owners of an application and updating step visibility for stakeholders.
Supercharge your forms by adding logic jumps on repeated fields.
Complete your onboarding process with new merge fields such as {ITEM_FILE_123} to send a link to any item files.
Personalize the end-user experience with a custom ‘Thank you’ message.

Ask Our Clustdoc 👨‍⚕️

“Can I Integrate Clustdoc with my CRM Tool?”

Yes it is possible. You can use Zapier to integrate Clustdoc with your CRM so when the Sales Team changes the deal status on a CRM, a link will be sent to the client to submit information to start the onboarding process.

Do you like these updates? Share feedback!

💌 Made with passion by Clustdoc 💌
A better way to onboard anyone and handle online submissions

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