What is a smart dossier?
A smart dossier is a workflow that adapts to your client’s needs. To do this, you need to configure it upfront and add specific conditions that will be checked and validated automatically in order to proceed to the next step.
You can handle situations where a customer already has certain documents or has completed a portion of the process externally by using the smart folder, which enables you to bypass certain workflow phases and save time and money. When creating a workflow, the specific conditions that describe these cases can be specified, or you can simply add conditions to an existing workflow to improve it.
Alf customize your workflows and tracking of your dossiers with your expertise and work habits.
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