As we step into 2024, we look forward to serving you with even greater dedication. Happy New Year! ✨

Let’s discover what’s new in Clustdoc.

Imagine crafting captivating, personalized email notifications effortlessly. Our new email builder available in your automation tab is exactly what you need.

This new module allows you to customize every email content notification, ensuring it aligns perfectly with your company’s style.

From fonts and colors to content structure, you can personalize every communication sent to your contacts, stakeholders or team members.

Need to update, edit or remove a message or note added to a client record? No problem.

You can easily update or delete outdated internal notes and messages in real-time, ensuring that your client records reflect the most up-to-date information about your new contacts.

Experience the convenience of enhanced record management now.

Say goodbye to triggering the same action for each item of your onboarding checklist.

From now on, you’ll be able to trigger any action you need once a specific section has been completed by a new contact or approved by your team.

e.g. When all items of the ‘supporting documents’ section have been submitted, you can notify the compliance officer for review.

• You can reinitialize a step when rejecting a submitted item in your application.

• Notes added in your application are now included in Cloud or Zip exports.

• Build new automations with our latest trigger available: When a file is uploaded for a step in the checklist.

“ How to show multiple processes on a single portal link? ”

Easy as a pie. From a single portal URL, you can let end-users know which program or service they want to get started with. Simply go to the portal section, select the portal you want and tick all processes you need to be shown. 

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