Processes

Specificities

• What is a Clustdoc Process?
• What is an end-user/recipient/client/stakeholder?
• How to use the scoring feature

Creating a Process

• How to create a Process
• How to create a process involving several end-users
• How to mark onboarding steps as private
• How to mark line items as not applicable
• How to attach a process to a checklist

Setting up a Process

• Changing your end-user's interface colors & background
• How to add a due date to a Process
• How to display a welcome message to clients
• How to redirect clients to another page after onboarding is completed
• How to collect custom information as part of the onboarding
• How to add merge fields to your content

See all 10 articles

Joint processes & Stakeholders

• How to use the stakeholders feature
• How to duplicate stakeholders and create loops

Toolbox & Processes

• How to import a Form into a process
• How to import a Spreadsheet into a process
• How to import an e-contract into a process
• How to add a Payment request module into a Process
• How to request files as part of a process
• How to add a Task to be completed to your Process