What is a smart dossier?

Smart dossier, files and documents

A smart dossier is a workflow that understands and adapts to your customer’s situation. To do this, you need to set it up in advance and add specific conditions that will be checked and validated automatically in order to proceed to the next step.

If a customer already has certain documents or has completed part of the process externally, you can handle these cases using the smart dossier, which allows you to skip certain workflow steps and save time and resources. The specific conditions that define these cases can be added to the workflow at the time of its creation or you can simply add conditions to an existing workflow to improve it.

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