Getting started

Welcome to Clustdoc digital onboarding platform. Getting started with your account is very easily, simply browse through the sections below and follow the steps.

FREE TRIAL ACCOUNT

Setting up your company account

If you want to get started with Clustdoc on your own, follow the simple steps below.​

1

Register for a free trial account

Open a professional account and try out Clustdoc for 7 day. No Credit Card required.
2

Build your custom process

Use one of our templates to build your custom process or start from scratch.
3

Launch your first flow with someone

Invite a contact to complete your flow based on process requirements.
FREE SALES CALL

Booking a free discovery call.

Clustdoc experts can help you stay on top of your client onboarding process - We're one click away.

Simply book a discovery call with one of our Sales rep to discuss your current onboarding toolkit and prepare for your launch in the best way possible.

FREE CUSTOMER SERVICE

Getting assistance for free

Our team of technical experts are always available to answer any queries you may have.

 

 

Visit our Help Center

Browse through our Knowledge Center and learn about how Clustdoc features work.

Submit a Support ticket

Need help? No worries. Just open a ticket with our kind support agents to get the assistance your need.

Train yourself or your team

Our short videos will walk you through the platform. Head over to our academy to learn more.

PREMIUM SERVICES

Hiring someone to do the work for you and launch faster.

You can hire someone from Clustdoc to set up your account and your process on your behalf.

Simply reach out to us to set up an implementation call with our customer success team and launch your new onboarding platform with the peace of mind.

More questions on getting started with your account?

93% of users would recommend Clustdoc to a peer. No Credit card required