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Intermediate Course
1- TIPS AND TRICKS ON HOW TO USE CLUSTDOC
Pre-qualifying new clients through forms (4:00)
How stakeholders work (1:35)
Involving/managing multiple parties in a process (4:32)
Displaying custom progress statuses (3:27)
Adding a due date to a process (2:11)
Changing and managing due dates (2:11)
Creating shortcut buttons (2:46)
Customizing your content with merge fields (3:42)
Creating display rules in your checklist (2:42)
Using the messaging system (2:46)
Building eSignature workflows (2:59)
Applying a custom theme to your digital client onboarding checklist (3:02)
Creating internal onboarding tasks (3:25)
Capturing custom information during onboarding (3:02)
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Capturing custom information during onboarding
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