Now that you know what a process is, you're ready to transform your current flow into a digital experience. Let's learn how.
A few tips from Clustdoc
What if my process only contains files?
That's okay! You decide, the system is built to help you organize your routine processes. You can have a single process, or dozens of processes.
While building you process, you can also define what needs to be completed by your stakeholders: whether it's only files upload, tasks, e-contracts or a combination of everything.
Any advanced settings I should know about?
Definitely. This course is really focusing on the basics. To learn more about what can be done on your process (automation, guest-access, due dates, conditional rules, assignments etc), browse through our online resources or go to the Academy (Intermediate Course).
Can Clustdoc help me build my process?
Yes! We know that onboarding processes come in all sizes and shapes (Examples of onboarding processes we worked on). If you need one of our expert to work on your process on your behalf, check out our Implementation Service here.
Can I easily duplicate a process?
Sure, you can duplicate your processes very easily but there are some considerations to take into account. Read this article to learn more.