설명
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)
블록
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- Clustdoc Portal
설치
- 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
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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.
후기
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기여자 & 개발자
변경이력
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