Title: Clustdoc Client portal
Author: clusttech
Published: <strong>2019 年 3 月 30 日</strong>
Last modified: 2024 年 10 月 10 日

---

搜尋外掛

![](https://ps.w.org/clust-client-portal/assets/banner-772x250.png?rev=3166280)

這個外掛**並未在最新的 3 個 WordPress 主要版本上進行測試**。開發者可能不再對這個
外掛進行維護或提供技術支援，並可能會與更新版本的 WordPress 產生使用上的相容性問題。

![](https://ps.w.org/clust-client-portal/assets/icon-256x256.png?rev=3166266)

# Clustdoc Client portal

 由 [clusttech](https://profiles.wordpress.org/clusttech/) 開發

[下載](https://downloads.wordpress.org/plugin/clust-client-portal.4.1.zip)

 * [詳細資料](https://tw.wordpress.org/plugins/clust-client-portal/#description)
 * [使用者評論](https://tw.wordpress.org/plugins/clust-client-portal/#reviews)
 *  [安裝方式](https://tw.wordpress.org/plugins/clust-client-portal/#installation)
 * [開發資訊](https://tw.wordpress.org/plugins/clust-client-portal/#developers)

 [技術支援](https://wordpress.org/support/plugin/clust-client-portal/)

## 外掛說明

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)

## 適用於區塊編輯器

這個外掛提供 1 個可供區塊編輯器使用的區塊。

 *   Clustdoc Portal

## 安裝方式

 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

## 常見問題集

### 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.

## 使用者評論

這個外掛目前沒有任何使用者評論。

## 參與者及開發者

以下人員參與了開源軟體〈Clustdoc Client portal〉的開發相關工作。

參與者

 *   [ clusttech ](https://profiles.wordpress.org/clusttech/)

[將〈Clustdoc Client portal〉外掛本地化為台灣繁體中文版](https://translate.wordpress.org/projects/wp-plugins/clust-client-portal)

### 對開發相關資訊感興趣？

任何人均可[瀏覽程式碼](https://plugins.trac.wordpress.org/browser/clust-client-portal/)、
查看 [SVN 存放庫](https://plugins.svn.wordpress.org/clust-client-portal/)，或透過
[RSS](https://plugins.trac.wordpress.org/log/clust-client-portal/?limit=100&mode=stop_on_copy&format=rss)
訂閱[開發記錄](https://plugins.trac.wordpress.org/log/clust-client-portal/)。

## 變更記錄

#### 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

## 中繼資料

 *  版本 **4.1.0**
 *  最後更新 **2 年前**
 *  啟用安裝數 **10+**
 *  WordPress 版本需求 ** 4.3 或更新版本 **
 *  已測試相容的 WordPress 版本 **6.6.7**
 *  PHP 版本需求 ** 5.3 或更新版本 **
 *  語言
 * [English (US)](https://wordpress.org/plugins/clust-client-portal/)
 * 標籤:
 * [client onboarding](https://tw.wordpress.org/plugins/tags/client-onboarding/)
   [client portal](https://tw.wordpress.org/plugins/tags/client-portal/)[document collection](https://tw.wordpress.org/plugins/tags/document-collection/)
 *  [進階檢視](https://tw.wordpress.org/plugins/clust-client-portal/advanced/)

## 評分

這個項目尚無任何評論記錄。

[撰寫評分](https://wordpress.org/support/plugin/clust-client-portal/reviews/#new-post)

[查看全部使用者評論](https://wordpress.org/support/plugin/clust-client-portal/reviews/)

## 參與者

 *   [ clusttech ](https://profiles.wordpress.org/clusttech/)

## 技術支援

使用者可在技術支援論壇提出意見反應或使用問題。

 [檢視技術支援論壇](https://wordpress.org/support/plugin/clust-client-portal/)

## 贊助

想要支援這個外掛的發展嗎？

 [ 贊助這個外掛 ](https://clustdoc.com)