Client document collection
Hi there
We currently use a system called Clustdoc.com to collect our client documents (proof of address, passports, pay slips, etc.).
The clust system is ok but could be a lot better.
It doesn't sync with Zoho (even though it does work with Zapier - so maybe Zoho flow could add support for it please?).
However, we would like to eventually find a way to replace Clustdoc.com with an app native to Zoho One so it will integrate better with our other Zoho apps.
Please let me know the best way to achieve this goal?
Sticky Posts
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A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________