How to mark checklist steps as not applicable

While processing an application, you may notice strike-through line items. This can occur for 2 reasons: 

• Your stakeholder manually marked an onboarding step as not applicable to their situation, or

• Based on the conditional display rules added to your checklist, Clustdoc has removed automatically items that don't apply to a specific end-user.

Let's discover how and when to use this feature. 

Allowing end-users to mark onboarding steps as not applicable

In order to enable end-users to mark some of the onboarding steps as not applicable, you must first activate the option in your process. 

1. Go to Configuration>Client Profiles 
2. Activate the option and confirm

This is how the end-users experience will look like, as soon as you allow them to mark items as not applicable. 

Marking onboarding steps as not applicable (as a business user)

1. Go to your live application
2. Click on the 'Dropdown arrow ▼' next to the 'Show files' button
3. Click on Not applicable

You can surely revert a not applicable step to mark it applicable.