Communication hub

The Communication hub lets you talk to your customers from inside Dotfile, and keeps every onboarding exchange in one place. Use it to:

• Send a link directing users to a Client Portal so they can start an onboarding.
• Notify a user that a document has been rejected and ask them to submit it again.
• Ask a user for more information, by having them edit their form responses or upload a new document.
• Receive and reply to users' questions or clarification requests directly from Dotfile.

Communication history

Users can reply directly to the email they receive, and every interaction and attachment is logged and stored on the corresponding case. You keep a full record of each KYC/KYB process.

Notifications

You get a real-time in-app notification whenever a user responds to your email. If the in-app notification goes unread, a second notification is sent by email.