Planning your Document flow

Modified on: Tue, 8 Aug, 2023 at 3:49 PM

To ensure the engagement of all the parties, we suggest planning your document flow. Define what are your use cases, what type of documents you expect to share with your clients, and what you expect to receive from them.

Double level Portal - Document flow & use cases example

Double level portalMulti level Portal - Document flow & use cases example:

Multi level portal

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