What is a Clustdoc process?
In Clustdoc, a process is a generic or standardized list of steps, tasks and instructions which need to be completed by stakeholders in order to:
subscribe to one of your services,
make a request,
apply to your programs
complete their work
start working with you
How can processes transform your work?
💡 Note : Clustdoc’s interface has been updated. The design shown in these videos may differ from what you see today. 👉 See this article
Processes define the different steps and elements required as part of your onboarding.
They can include the following elements:
Tasks to be completed
Files/documents to be shared
Documents to be signed
Payments to be made
Forms to be filled out
Light spreadsheets that needs to be filled out
Identity Verification
Each new end-user will go through your defined process from their secure interface allowing you and your team to review their information in a professional, productive way.
There are 3 ways of creating a Process
Hire someone from our team to build this for you - Book the service
Import a ready to use Process from the library & edit it based on your needs
Build your process yourself
Building your process yourself
Go to Resources>Processes and click on 'New Process'
Name your process, Eg. Client onboarding, Student registration, Rental application
Click on the 'Add New Steps' button to add steps to your process: a form, a task, an e-contract, an identity verification, a payment,t or file upload
Right-click on this image to see it in full screen.
Setting up & automating your process
Hiring someone from Clustdoc to build your process for you
Click on the button inside the video to reach out to our sales team.