How to mark onboarding steps as private – Clustdoc

You can create internal steps as part of your onboarding. Recipients will not see these, but you and your team will still be able to complete these steps internally (fill out a form or upload files).

Steps can be added to your process or to a live application

Using private onboarding steps

Eg. Your team needs to fill out a form while managing client records, but you don't want to show it to your end-users.

Adding private steps to a checklist

Click on the Edit button in front of the line item and untick the 'Visible to end-user' checkbox

You will be able to upload files to private file requests and fill out private forms.

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Using private onboarding steps

Adding private steps to a checklist

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