If you're new to Clustdoc, you may want to learn about these terms to get up to speed with the platform in no time.
Terms | Meaning |
Process | The blueprint of your routine workflow: Your process checklist is a list of all tasks and steps that must be executed every time you launch an onboarding with a new person.
Today, your current processes (before starting using Clustdoc) probably look like this.
With Clustdoc, you'll easily create a streamlined and automated version of all your processes saved in your account under the Resources section. |
Client or End-user or Stakeholder or External party | This is your primary audience.
These terms refer to people who are expected to join/complete the processes that you and your team mapped out.
Depending on your business needs, activity, or department, these people could be :
• clients
• borrowers
• investors
• students
• etc |
Application | An application is an executed version of your process.
An application involves real end-user information and documents (whether it's a client, borrower, partner, investor, student, etc) while your process would be your wireframe or draft.
In other terms, an application is created out of your process once a real person executes your process. That is also when your team can start reviewing it collaboratively.
Based on your industry or your business needs, an application could also refer to a project, a program, a client record.
In the Applications tab of your account, you'll find all your submissions. |
Business user | A Business user is someone who needs to access your company account or admin console to manage incoming applications.
Business users include for example:
• the admins,
• your teammates or colleagues
• and external members |
Resources | The resources section gathers everything you need to get started with Clustdoc.
For example, you're going to map out from this tab - all repeatable onboarding processes that your team would later use with external parties based on your business use cases. |
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 an HTML form that you can build from scratch and list as one of the steps of your process. |
E-contract | An e-contract is a digital document that you can get signed as part of your process.
If you don't use a signature on your e-contracts they would just be what we call e-documents :) |
Checklist | The checklist is the body of your process.
You can list there all the onboarding steps and tasks that are part of your process. |
Conditional Display | Conditional display rules allow you to dynamically show your checklist steps to end-users based on criterias you can define upfront. |
Merge field | Merge fields allow you to prepopulate data onto various parts of your checklist, forms or e-contracts automatically. |
Logic Jump | Logic jumps specifically refer to Clustdoc forms. It allows you to hide/show specific fields based on previous answers captured in your forms. |
Toolbox | The toolbox is the place where you can save your forms, contracts, spreadsheets, and more as reusable templates. This way, they can be added to your various processes as new steps/tasks while being managed or edited from a single place. |
Custom Stage | A custom stage allows you to define milestones associated with your process completion. It can be internal or visible by end-users. |