Clustdoc is back, with brand new features 🤩
Our suite of features is expanding to help you keep delivering the best client onboarding experience. Let’s dive in!
Ever wondered how to verify new clients during onboarding? We heard you.
Ensure a seamless identity verification experience for your customers using Clustdoc smart Identity verification Module, our easy-to-integrate KYC step built with accessibility in mind. 😌
Easily verify and capture your clients identity
Provide a smooth customer experience while reducing the risk of fraud and optimizing your internal team productivity.
1. Configure the identity verification module
2. Add a new identity verification step to your process
3. Your clients quickly confirm their identity in real-time with just a few clicks
You are now up to verify customer IDs in seconds while ensuring business compliance.
If you ever needed to import in an existing form, generic information in a consistent way, subforms may be the answer.
Enjoy our new Sub form feature to import repeated information you usually request to your clients such as their name, address or date of birth.
Put your branding at the front for your clients and your team : you can now switch your regular Favicon from your company portal to your custom image.
What else? 🤗
Forms, econtracts, spreadsheets and now files can be saved in your toolbox and shared in multiple processes.
The new process search bar allows you to easily find your process and start a new client application in a go.
Quickly organize your client checklist by moving multiple elements at the same time instead of one by one.
Customize your drive folder name with variables such as [CONTACT_COMPANY]
" Can we have multiple signature capabilities on a single E-Contract? "
Yes, indeed you’ll have the capability to capture multiple signatures on a single pdf form or an E-Contract.
💌 Made with passion by Clustdoc 💌A better way to onboard anyone and handle online submissions