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  1. Clustdoc
  2. Processes
  3. Setting up 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 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.)
  • 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 criterias
  • The difference between logic jump, conditional display & merge fields
  • How to collect custom information as part of the onboarding
  • How to assign specific steps to a teammate
  • How to redirect clients to another page after onboarding is completed
  • How to add merge fields to your content
  • How to add an external script to the process (Chat, Google analytics, ...)
  • How to translate the portal to your end-user's language
  • How to attach a file to download and send back through the client's interface
  • How to create a scoring criteria
  • How to apply a custom theme to your process
  • Changing your end-user's interface colors & background

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