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  1. Clustdoc
  2. Processes

Processes

Specificities

  • What is a Clustdoc Process?

Creating a Process

  • How to create a Process
  • How to add file requests to your checklist
  • How to add a Task to complete to your checklist
  • How to add a Payment request to your checklist
  • How to duplicate a process
  • How to create a process involving several end-users
See all 9 articles

Setting up a Process

  • How to display a welcome message to clients
  • How to add due dates to a process
  • How to add a due date to a checklist step
  • How to add internal tasks to a process
  • How to use the scoring feature
  • How to customize the content of your end-user's interface (titles, texts, etc.)
See all 22 articles

Joint processes & Stakeholders

  • How to use the stakeholders feature
  • How can end-users invite additional people
  • How to duplicate stakeholders and create loops

Toolbox & Processes

  • How to export/import items from your toolbox (processes, forms..)
  • How to use the Clustdoc toolbox?

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