How to set up DocsCube Process?

DocsCube processes are activities divided into phases, performed repeatedly to achieve a specific result.

For simple processes, select Single Stage Process. For complex processes, choose Multi Stage Process.

Your choice depends on your use case. For example, a simple NDA generation can use a Single Stage Process with two actions: Generate Document and Send for Signing.

For a more complex NDA process involving approvals or negotiations, choose Multi Stage Process. This allows separate workflows for each phase, such as Request Submitted, Send Document to Client, Completed, and Rejected. Each phase has a workflow with specific actions. For instance, Request Submitted includes Generate Document and Send for Approval. If approved, it moves to Send Document to Client. If not, it moves to Rejected, which sends an email and generates the NDA again with new information.

Once you have the process phases and clear picture of what needs to happen you can proceed to the process setup.

1. Navigate the main menu and go to Process Automation. There you can select either ‘Create Single Phase Process’ or ‘Create Multi Stage Process’. In this example we will show Multi Stage Process, but setup for the single phase is very similar.

2. First we want to set up the ‘Request Form’ that will collect all the data necessary to initiate the process. Use the ‘Add Form Field’ button to add the fields to the Request Form. We will use this data to setup workflow automations that can prefill documents, send approvals and trigger signatures.

3. Once the Request Form is ready, find the 'Automation' tab at the top of the screen. Use the 'Add Phase' button to add phases to your process.

4. By clicking on the Phase Name we will open a screen that will allow us to 'Create Workflow'. We can use workflow actions to generate documents, forms, approvals and signatures.

5. Once we complete the Process Setup we can create a process request by navigating to 'Process Home' tab and clicking on the ‘plus’ icon.