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Beginner course
1-SET UP USER PROFILE
Welcome to Clustdoc 👋 (2:44)
Who is this course for?
Discovering Account Sections (2:34)
Updating personal info (1:15)
Changing password (1:20)
Setting up user notifications (1:24)
2-SET UP COMPANY DETAILS & TEAM
🔥 Updating company info (1:21)
Users Roles and Permissions
Inviting a teammate to join (1:25)
3-CREATE YOUR FIRST PROCESS
🔥 What is a process? (1:45)
🔥 3 Ways to create a process (0:55)
🔥 Creating a process step-by-step (7:03)
🔥 How the process works (3:35)
4-PREPARING YOUR PROCESS
🔥 Organizing and Setting up a process (4:35)
🔥 Creating an automation (2:38)
Sharing files in the process (0:45)
5- LAUNCHING YOUR PROCESS
🔥 Inviting someone to start a process (2:30)
Publishing a public access URL for your process (4:05)
6- MANAGING ONLINE RECORDS
What is an application (1:35)
Managing incoming applications (5:32)
Progressing an application (1:47)
Application statuses explained (1:53)
Approving/Rejecting completed onboarding steps (1:44)
6- MANAGING YOUR TOOLBOX
Using the toolbox (4:09)
Creating an online form (4:46)
Using forms (3:06)
Creating an e-contract (4:22)
8-EXPORTING CLUSTDOC DATA TO YOUR APPS
Downloading your applications content
Exporting your applications (1:20)
9 - SECURITY
Is Clustdoc Secure?
10 - PRICING & ACCOUNT ACTIVATION
Which Plan do you Need?
Which Services can you get?
Still need help getting started?
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Check out our Intermediate Courses
🔥 How the process works
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