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Allow end-users to customize their steps

Updated over 2 weeks ago

In some processes, not all steps may be relevant to every end-user. Clustdoc allows you to manage this thanks to a customization feature called “Exemption”.

What is the “Exemption” option?

This option allows you to authorize (or not) your users to mark a step as "not applicable".

When a user accesses their interface, they will see an option to indicate that certain steps do not apply to their situation. This streamlines their experience and avoids confusion or unnecessary roadblocks.

How to activate this option?

  • Go to your Process > Configuration

  • Navigate to the Client Profile section

  • In the “Steps customization by end-users” section, select “Yes, I allow this option”

  • Click Confirm

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