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?
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, a identity verification, a payment 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.