Creating a Process
- What is a Clustdoc Process?
- How to create a Process
- How to add a file request 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
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 customize the content of your end-user's interface (titles, texts, etc.)
- Changing your end-user's interface colors & background
Automating a Process
- Setting up the <I've finished> button
- How to use the scoring feature
- How to create an approval sequence
- How to create custom stages
- How to create custom statuses for each step of your process
- How to display process steps based on various criteria
Joint processes & Stakeholders
Using merged fields
- How to add merge fields to your content
- Contacts merge fields
- Applications merge fields
- Dates merge fields
- Items merge fields
- Online form merge fields