📺 Join Clustdoc Academy for a full training

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 Process example of a Business training registration. Each new stakeholder will have to go through your defined process from their secure interface in order for you to process their information in a professional, productive way.

2020-09-05_13.06.50.gif

How to create a Process (Starting from our library)

1/ Go to Resources>Library to find our list Ready to use examples

2/Click on import to add one to your account

If the example has forms and e-contracts, these will also be imported to your account in the Resources

3/ Click on the "Edit" button en front of each line item to update your Process checklist based on your need or click on the dropdown menu ▼ arrow to Delete and Duplicate a step.

2020-09-05_13.22.05.gif

You can also drag & drop elements if needed.

4/ Click on the "Add new steps" Blue Button to add things to be done as part of your process

Capture_d_e_cran_2020-09-05_a__13.21.07.png

5/ Head over to the Configuration & Notifications Tab on the sidebar to edit the behavior and layout of your Process and client interface

Click on 'See as a guest' at the top of the page to see how your changes will reflect for future stakeholders

How to create a Process (Starting from a blank page)

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

1/ Go to Resources>Processes and click on 'New Process'

2/ Name your process, Eg. Client onboarding, Student registration, Rental application

You'll land on the Process builder.

3/ Click on the "Add new steps" Blue Button to add things to be done as part of your process