Before you use new software, it's always a good idea to get familiar with a few basic concepts
Let's discover right away what a process actually is and why it's so powerful
Is a process the same as a project?
Some people call it a flow, a project, a package, a mutual plan, a checklist, a procedure... No matter how it's called in your industry, a process in Clustdoc is a systematic list of steps that must be completed by every external stakeholder you have to engage with as part of your job.
Read this article to have an in-depth explanation of what a process actually is.
What's the difference between a process and a form?
In Clustdoc, a form is one of the several resources you'll use to build your process. This approach will give you greater flexibility for defining a custom checklist based on your business requirements compared to any other tool on the market.
How do I know what my current process is?
Your current process is the one you currently use today no matter what it is. Some clients use a combination of tools (Spreadsheets + PDFs + Emails + Cloud storage) to manage their onboarding. Usually, these processes are homemade and increase the risk and inefficiencies in the business.
Clustdoc will help you solve these issues, you can even hire a Clustdoc consultant to help you transform your current process into a professional onboarding workflow built with Clustdoc.