How to create a Process

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 do processes 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

Here is a simple Process example of a Client Onboarding process. Each new client will have to go through your defined process from their secure interface in order for you to review their information in a professional, productive way.

There are 3 ways of creating a Process

1. Import a ready to use Process from the library & edit it based on your needs
2. Hire someone from our team to build this for you - Book the service
3. Build your process yourself

Option 1. Importing a ready-to-use process

• Go to Resources>Processes>Library to find our list of Ready-to-use examples
• Click on import to add one to your account

Option 2. Hire someone from Clustdoc to build your process

ⓘ Click here if you'd like our team to build your process on your behalf 

Option 3. Build your process from scratch

• 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 payment or file upload

Right-click on this image to see it in full screen.