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
Available in
days
days
after you enroll
- 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)
💈 WANT TO KEEP LEARNING?
Available in
days
days
after you enroll