How to create a process involving several end-users

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What do we call 'joint processes'

Joint processes allow you to receive joint (or Multi-stakeholders) applications. These are perfect for when you may need several end-users to work on an application.

For example 'Joint Mortgage application process'. 

When you know upfront how many end-users would be involved in your process, you can easily prepare your Clustdoc process accordingly. Here are the steps to follow: 

• Create a multi-stakeholder process
• Assign line items to the right role
• Start the process with multiple end-users

📌 Stakeholders specificities and options

While setting up Stakeholders, it's good to know which specificities are associated with this feature:

View-only option: This type of stakeholder will only be able to view the content of the online record or application and download all related files created from the checklist.

Editor's access: This type of stakeholder can add from the end-use interface people's contact details under each of the roles you define in the admin interface. 

Step 1. Create a multi-stakeholder process

• In your Process, click on 'Configuration>Stakeholders' in the sidebar to create more roles for secondary stakeholders

Think of the different roles that may be involved in completing your process besides the primary point of contact. 

Step 2. Assign line items to the right role

When you assign specific steps of your checklist to a stakeholder, it means that this person will be able to see these steps (and therefore complete them).

• Select the line items that need to be accessible to a specific role
• Click on edit or on the checkbox
• and assign them to the right role from the 'Assignment' tab or from the people icon
• ✅ You're done!