How to attach a process to a checklist

It's possible to attach to a checklist another process, already saved in your Clustdoc account.

Attaching a process to your checklist can be useful to build workflows across different processes.

Attaching a process to your checklist

• Click on the 'Dropdown arrow ▼' on the 'Add new steps' button  
• Select Attach another process
• Choose which process you want to add

Optional: Add your conditional display.

Example #1 - From a process

You need to run a standard enrollment process that needs to be triggered once the admission process is completed. In this case, you'll be able to attach the enrollment process to your admission process.

Example #2 - From a live application

You want to quickly be able to add grouped line items to live applications. In the example below, we're importing a sub-process called financial documents in order to request a list of financial documents to the end-users once the core process is reviewed.