Title: Clustdoc Client portal Author: clusttech Published: 30 de marzo de 2019 Last modified: 10 de octubre de 2024 --- Buscar plugins ![](https://ps.w.org/clust-client-portal/assets/banner-772x250.png?rev=3166280) Este plugin **no se ha probado con las últimas 3 versiones mayores de WordPress**. Puede que ya no tenga asistencia ni lo mantenga nadie, o puede que tenga problemas de compatibilidad cuando se usa con las versiones más recientes de WordPress. ![](https://ps.w.org/clust-client-portal/assets/icon-256x256.png?rev=3166266) # Clustdoc Client portal Por [clusttech](https://profiles.wordpress.org/clusttech/) [Descargar](https://downloads.wordpress.org/plugin/clust-client-portal.4.1.zip) * [Detalles](https://es-ar.wordpress.org/plugins/clust-client-portal/#description) * [Valoraciones](https://es-ar.wordpress.org/plugins/clust-client-portal/#reviews) * [Instalación](https://es-ar.wordpress.org/plugins/clust-client-portal/#installation) * [Desarrollo](https://es-ar.wordpress.org/plugins/clust-client-portal/#developers) [Soporte](https://wordpress.org/support/plugin/clust-client-portal/) ## Descripción 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) ## Bloques Este plugin provee 1 bloque. * Clustdoc Portal ## Instalación 1. Visit the Plugin directory page, and search for ‘Clustdoc’ or ‘Clustdoc client portal’. 2. 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** 3. Go to plugin settings page 4. 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. 5. 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** 6. Insert the Clustdoc Portal block into your page. 7. Select the portal you want to display. 8. Refresh your page. 9. Go to preview and check the portal. Need help? We’re here to help, Contact us ## Preguntas frecuentes ### I need help setting up my Clustdoc portal Please visit these quick links: [Register to a free Clustdoc trial account](https://clustdoc.com/register) [Build your onboarding process](https://support.clustdoc.com) ### How many portals can I install? 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. ## Reseñas No hay reseñas para este plugin. ## Colaboradores y desarrolladores “Clustdoc Client portal” es un software de código abierto. Las siguientes personas han colaborado con este plugin. Colaboradores * [ clusttech ](https://profiles.wordpress.org/clusttech/) [Traduce “Clustdoc Client portal” a tu idioma.](https://translate.wordpress.org/projects/wp-plugins/clust-client-portal) ### ¿Interesado en el desarrollo? [Revisa el código](https://plugins.trac.wordpress.org/browser/clust-client-portal/), echa un vistazo al [repositorio SVN](https://plugins.svn.wordpress.org/clust-client-portal/), o suscríbete al [log de desarrollo](https://plugins.trac.wordpress.org/log/clust-client-portal/) por [RSS](https://plugins.trac.wordpress.org/log/clust-client-portal/?limit=100&mode=stop_on_copy&format=rss). ## Registro de cambios #### 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 ## Meta * Versión **4.1.0** * Última actualización **hace 2 años** * Instalaciones activas **10+** * Versión de WordPress ** 4.3 o superior ** * Testeado hasta **6.6.10** * Versión de PHP ** 5.3 o superior ** * Idioma * [English (US)](https://wordpress.org/plugins/clust-client-portal/) * Etiquetas: * [client onboarding](https://es-ar.wordpress.org/plugins/tags/client-onboarding/) [client portal](https://es-ar.wordpress.org/plugins/tags/client-portal/)[document collection](https://es-ar.wordpress.org/plugins/tags/document-collection/) * [Vista avanzada](https://es-ar.wordpress.org/plugins/clust-client-portal/advanced/) ## Valoraciones Todavía no se enviaron reseñas. [Your review](https://wordpress.org/support/plugin/clust-client-portal/reviews/#new-post) [Ver todas las reseñas](https://wordpress.org/support/plugin/clust-client-portal/reviews/) ## Colaboradores * [ clusttech ](https://profiles.wordpress.org/clusttech/) ## Soporte ¿Tenés algo que decir? ¿Necesitás ayuda? [Ver el foro de asistencia](https://wordpress.org/support/plugin/clust-client-portal/) ## Donar ¿Te gustaría apoyar el progreso de este plugin? [ Doná a este plugin ](https://clustdoc.com)