🍂 What's new this Fall? We are back with brand new product features to help your team speed up client onboarding and more. Let’s dive in!

Onboarding a new client always involves gathering different files and documents. Ready to save time when managing online submissions?

You can now automatically rename files submitted by your contacts in your online applications. 

Choose from 2 options:

• Rename files when they are added to the application.
• Rename files upon export or download.

Need to onboard multiple stakeholders with different levels of involvement throughout the intake phase? You'll love this feature.

New permissions allow you to assign to stakeholders advanced rights in a few clicks.

E.g. You want stakeholder #1 to only view onboarding steps while being able to invite additional people.

White-label is now everywhere in your Clustdoc account: from your logo and brand colors, to now your app’s URL.

You can personalize the subdomain of your admin interface, giving your team a fully branded experience, all within your account.

E.g. "mycompany.clustdoc.com"

With this latest addition, enjoy effortless teamwork in a tailored, professional space.

• When collecting documents, you can now specify the maximum number of files that clients can upload for a single item.
• Allow your contacts to create new applications directly from their online portal.
• Make your onboarding workflow smoother with our new WordPress plugin version.
• Add your email address (or a team member's) to receive your Clustdoc invoices directly in your inbox.

“Once a contract is sent for e-signature, can we send automatic reminders until it's signed?”

We bet you can! When building your onboarding workflow in the automation tab, make sure to add this specific action with a delay to make sure the client receives an automated reminder according to your needs.

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