Tricks and Tips
You're already started using Clustdoc and want to know more about common use cases that can be achieved with some of the best features.
In this course, you'll discover how to:
- Fine-tune your checklists
- Prequalify clients with forms
- Run multi-stakeholders processes
- Use due dates to drive conversion
- Use merge fields across your processes
- Leverage Conditional display rules
- Build eSignature workflows
Each video is short and informative. At the end of each lesson, you will be able to comment and ask questions, so you can get started right away.
Intermediate Lessons
Click on the first lesson to start your course
1- TIPS AND TRICKS ON HOW TO USE CLUSTDOC
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- Building the perfect Checklist (5:58)
- Pre-qualifying new clients through forms (3:59)
- How stakeholders work (1:35)
- Involving/managing multiple parties in a process (4:32)
- Displaying custom progress statuses (3:26)
- Using and managing due dates (2:11)
- Customizing your content with merge fields (5:36)
- Creating display rules in your checklist (2:42)
💈 WANT TO KEEP LEARNING?
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