We're happy to share with you some of the new features we've released lately. Everything you like about Clust is still here, and there is even more!

Enhanced Data Privacy Control

Manage and control any data privacy request made by your clients. #GDPR #HIPAA

Discover your data privacy dashboard
Message team members

You can now ping colleagues and have internal conversations from the Messaging tab.

Send your first internal message
Send invitations in bulk

Send out bulk invitations to submit information to your list of contacts.

Invite your list of contacts
Prequalify recipients on the portal

Add a custom info field to your application portals to prequalify recipients. 

Add a custom info field to your portal

More updates ðŸŽ¯

  • Automatic files backup ' is now available
  • Our Knowledge Base is moving to a new place
  • Manage access rights to application very easily
  • Say goodbye to folders, you can now use Tags instead and have more flexibility
  • A new HTML audit trail is available. No loading needed but still easy to print
  • Messages and returned files are timestamped
  • You can now duplicate line items from your checklists and form fields very easily
  • The "Add new items" button allowing to list your requirements is now available at the bottom of your checklist to make things easier
  • You can manage your custom client interface background directly from a template page
  • You can disable duplicates from the Client portals tab so recipients won't create twice an application
  • You can easily reset your logo, profile image, and background
  • Links added to your texts are now clickable 
  • Forms IDs are available in the CSV so you can use them for your automation
  • Newly added teammates automatically see your team's applications once they join your team
  • A file marked as not applicable by recipients can be marked back again as applicable by your team
  • Electronic signatures now require email confirmation
  • You can add merge fields to E-contracts and your content

Stay Home & Be Safe

The coronavirus (COVID-19) pushes businesses worldwide to reconsider procedures and policies to keep employees and clients safe. We're fully dedicated to making client collaboration and management easier than ever for you and your teams while working from home.

Clust
Unsubscribe