How to create custom stages – Clustdoc

Important Note: The Custom stages feature is available with a Booster or a Platinum plan.

Clustdoc applications all have standard system statuses, that are not editable. However, you can create your own custom stages.

When to use custom stages

1. Using Custom stages, you can create display rules:

Show form and payment when I move the application to Payment needed
Send an automated notification when I progress a client record to Audit Started

2. Using Custom stages, you can let end-users know where they stand in the process

3. Using Custom stages, you create automations

Creating custom stages for your processes

💡 The shorter your progress stages the better. This will be easier to understand for your stakeholders.

Go to your process in 'Configuration>Timeframe & Stages' and scroll down
Add your different stages (One per line)
Use the drag and drop to reorganize your stages if needed

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Creating an initial stage

Initial stages allow you to automatically assign a stage when an application is created. We recommend marking only one of your stages as a starting point.

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Creating final stages

Final stages allow you to automatically close an application when it reaches a certain stage. You can also create a specific email for each stage (eg. an email when an application is denied, and an email when it's approved)

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When to use custom stages

Creating custom stages for your processes

Creating an initial stage

Creating final stages

Creating internal stages

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