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  1. Clustdoc
  2. Processes
  3. Setting up a Process

Setting up a Process

  • Changing your end-user's interface colors & background
  • 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
  • How to add an html script to the process
  • How to translate the portal to your end-user's language
  • How to display process steps based on various criterias
  • How to create custom progress statuses
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