{"id":100402,"date":"2019-03-30T11:58:05","date_gmt":"2019-03-30T11:58:05","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/clust-client-portal\/"},"modified":"2024-10-10T10:41:42","modified_gmt":"2024-10-10T10:41:42","slug":"clust-client-portal","status":"publish","type":"plugin","link":"https:\/\/twd.wordpress.org\/plugins\/clust-client-portal\/","author":16979879,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_crdt_document":"","version":"4.1.0","stable_tag":"4.1","tested":"6.6.5","requires":"4.3","requires_php":"5.3","requires_plugins":null,"header_name":"Clustdoc Client Portal","header_author":"Clustdoc","header_description":"A secure online application system for your Wordpress site. 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Enjoy a <strong>7-day FREE trial<\/strong> (No credit card required) today and launch your first client-facing workflow on your WordPress website <strong>tomorrow<\/strong>.<\/p>\n\n<p><strong>Key features include<\/strong>:<\/p>\n\n<ul>\n<li>Branded and secure client portal <\/li>\n<li>Client onboarding checklist (online forms, file request, econtracts, identity verification module and more..) <\/li>\n<li>Shared inbox for clients and teams<\/li>\n<li>Ready-to-use process templates <\/li>\n<li>Guest access for stakeholders<\/li>\n<li>Automated reminders and due dates<\/li>\n<li>Approval workflows <\/li>\n<li>A free client management mobile app <\/li>\n<li>API Access (1500+ integrations)<\/li>\n<\/ul>\n\n<!--section=installation-->\n<ol>\n<li>Visit the Plugin directory page, and search for \u2018Clustdoc\u2019 or \u2018Clustdoc client portal\u2019. <\/li>\n<li>Install and Activate the plugin.\n\u26a0\ufe0f <strong>IMPORTANT<\/strong>: If you\u2019re using the version 1.x of this plugin, please create a new Clustdoc portal BEFORE updating this plugin.\n<strong>After activating the plugin<\/strong><\/li>\n<li>Go to plugin settings page<\/li>\n<li>Enter your Clustdoc API Key. (No coding required, just create a Token and copy\/paste it into your WordPress plugin settings) \nYou can find it in your Clustdoc account by clicking Clustdoc Developers in your Account team settings tab.<\/li>\n<li>Validate the key and head over to the page or post where you\u2019d like to insert the portal\n<strong>Inserting the client portal to a page or post<\/strong><\/li>\n<li>Insert the Clustdoc Portal block into your page.<\/li>\n<li>Select the portal you want to display.<\/li>\n<li>Refresh your page.<\/li>\n<li>Go to preview and check the portal.\nNeed help? We\u2019re here to help, Contact us<\/li>\n<\/ol>\n\n<!--section=faq-->\n<dl>\n<dt id='i%20need%20help%20setting%20up%20my%20clustdoc%20portal'><h3>I need help setting up my Clustdoc portal<\/h3><\/dt>\n<dd><p>Please visit these quick links:\n<a href=\"https:\/\/clustdoc.com\/register\" title=\"Sign up\">Register to a free Clustdoc trial account<\/a>\n<a href=\"https:\/\/support.clustdoc.com\" title=\"How to build a process\">Build your onboarding process<\/a><\/p><\/dd>\n<dt id='how%20many%20portals%20can%20i%20install%3F'><h3>How many portals can I install?<\/h3><\/dt>\n<dd><p>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.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>2.0<\/h4>\n\n<ul>\n<li>New version of Clustdoc plugin totally revamped<\/li>\n<li>Use of new Clustdoc portals<\/li>\n<li>Use of Gutenberg (WP blocks)<\/li>\n<li>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.<\/li>\n<\/ul>\n\n<h4>1.1<\/h4>\n\n<ul>\n<li>Bug fixes.<\/li>\n<\/ul>\n\n<h4>3.0<\/h4>\n\n<ul>\n<li>three version<\/li>\n<\/ul>\n\n<h4>4.0<\/h4>\n\n<ul>\n<li>Improve navigation adn update core API<\/li>\n<\/ul>\n\n<h4>4.1<\/h4>\n\n<ul>\n<li>Improve documentation<\/li>\n<li>Changes banners<\/li>\n<\/ul>","raw_excerpt":"Provide a fully branded onboarding portal to easily collect new client documents, contracts and information through your WordPress website.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/twd.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/100402","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/twd.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/twd.wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/twd.wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=100402"}],"author":[{"embeddable":true,"href":"https:\/\/twd.wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/clusttech"}],"wp:attachment":[{"href":"https:\/\/twd.wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=100402"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/twd.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=100402"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/twd.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=100402"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/twd.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=100402"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/twd.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=100402"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/twd.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=100402"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}