How to create custom progress statuses

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

What can you do with custom statuses?

Using Custom statuses, 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

Custom statuses can be displayed on the end-user's interface, or used to send notifications or to display certain elements of your process checklist.

Creating custom stages for your processes

• 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
• ✅  You're done!

The shorter your progress statuses the better. This will facilitate comprehension for your stakeholders.

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)