Clustdoc helps Small business owners and teams streamline their client and admin processes in more than 70 countries.
You can use it to centralize, simplify and secure any document-based routine process that you needs to be executed repeatedly with external parties.
Frequently Asked Questions
What is a process?
In Clustdoc, a process is a generic or standardized list of steps that must be completed repeatedly by your usual stakeholders (whether clients or not). Learn more
What type of processes can I automate with Clustdoc?
Clustdoc is a digital onboarding platform. Although most clients we work with using it to automate their client onboarding, you can use it with any type of stakeholder.
• Discover here our process templates library
• Learn more on what a stakeholder is in Clustdoc
Which eSignature solution do you use?
Clustdoc has 2 proprietary legally-binding eSignature solutions: electronic and digital signatures.
How can I get familiar with Clustdoc terms?
You're in the right place, discover below the terms we use at Clustdoc.
|Process||The blueprint of your routine workflow: Your process checklist is listing all steps that must be executed every time you launch your process with a new person.|
|Resources||The resources section gathers all tools you may want to use to create repeatable processes (forms, econtracts, spreadsheets)|
|Application||An application is an executed version of your draft process. Using an application involves a real end-user.|
|Business user||A Business user is someone who needs to access your company account or admin console to manage incoming applications.|
|Client/ End-user/Stakeholder||These are the people who are joining your workflows.|
|Portal||The portal, client portal or onboarding portal is a public access link from where anyone can start your process.|
|Form||A form in Clustdoc is the HTML form which you can build from scratch and list as one of the steps of your process|
|eContract||An econtract is a digital document which you can get signed as part of your process.|
|Checklist||The checklist is the section of your process where you'll list onboarding steps.|