We're back again with new Clustdoc features to make your client management a breeze. Let's jump right into it!

You can quickly edit the static content of the end-user's interface to match your needs. E.g., update the 'I've finished' button to the text you prefer.  Discover many more options for each of your onboarding portals. 

Update your current team roles and permissions in more details using our latest feature. You can define specific actions team members can do in your Clustdoc account. 

Do you need a requested document to be reviewed and approved by several key stakeholders in a particular order? Use this feature to assign the approval task to the right people and let them review it in a specific order.

• We released 2 new automations:  Creating a new application and assigning a new stakeholder - automatically.
• You can synchronize Clustdoc to your Google Drive storage and choose the destination folder for your client information.
  
• Your customers can now sign their documents using the text-based signature.
• Add line breaks into your Clustdoc HTML form modules to create pagination.

"How to add a welcome message to end-user's interface?"

Easy as a pie. You can go to Configuration > General and scroll down to activate the welcome message. Once this is done and that you wrote your message, your clients will directly see it displayed as soon as they connect to their application. 

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