Description
Clustdoc provides a robust and flexible client portal system that you can easily integrate with your WordPress website.
With Clustdoc client portal plugin, you can handle through your WordPress website any document-based user workflow, such as self-serve loan applications, online submissions, client onboarding, KYC onboarding, vendor registration, and much more.
??Why you’ll love using Clustdoc plugin:
- It takes only 2 minutes to set up (yes we timed it).
- Deploy industry-specific intake processes through your WordPress portal.
- Increase website-visitors qualification and conversion.
- Automatically receive online submissions and build a pipeline of submissions you can easily review and approve.
Not yet a Clustdoc user? Enjoy a 7-day FREE trial (No credit card required) today and launch your first client-facing workflow on your WordPress website tomorrow.
Key features include:
- Branded and secure client portal
- Client onboarding checklist (online forms, file request, econtracts, identity verification module and more..)
- Shared inbox for clients and teams
- Ready-to-use process templates
- Guest access for stakeholders
- Automated reminders and due dates
- Approval workflows
- A free client management mobile app
- API Access (1500+ integrations)
Blocks
This plugin provides 1 block.
- Clustdoc Portal
Installation
- Visit the Plugin directory page, and search for ‘Clustdoc’ or ‘Clustdoc client portal’.
- Install and Activate the plugin.
?? IMPORTANT: If you’re using the version 1.x of this plugin, please create a new Clustdoc portal BEFORE updating this plugin.
After activating the plugin - Go to plugin settings page
- Enter your Clustdoc API Key. (No coding required, just create a Token and copy/paste it into your WordPress plugin settings)
You can find it in your Clustdoc account by clicking Clustdoc Developers in your Account team settings tab. - Validate the key and head over to the page or post where you’d like to insert the portal
Inserting the client portal to a page or post - Insert the Clustdoc Portal block into your page.
- Select the portal you want to display.
- Refresh your page.
- Go to preview and check the portal.
Need help? We’re here to help, Contact us
FAQ
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I need help setting up my Clustdoc portal
-
Please visit these quick links:
Register to a free Clustdoc trial account
Build your onboarding process -
How many portals can I install?
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1 Clustdoc Process= 1 Clustdoc portal access and they are unlimited, you could add for examples 10 processes: each on a page of your website. Depends on your services/processes and needs.
Reviews
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Contributors & Developers
“Clustdoc Client portal” is open source software. The following people have contributed to this plugin.
Contributors
Translate “Clustdoc Client portal” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
2.0
- New version of Clustdoc plugin totally revamped
- Use of new Clustdoc portals
- Use of Gutenberg (WP blocks)
- If you’re using the version 1.x of this plugin, please be sure you’re using [Clustdoc portals] (https://clustdoc.com/app/portals “Portals”) BEFORE updating this plugin.
1.1
- Bug fixes.
3.0
- three version
4.0
- Improve navigation adn update core API
4.1
- Improve documentation
- Changes banners