Draft case status

Introduction

A case in Draft is a case that exists in Dotfile but is still open for editing by the person filling it in. Put a case in Draft, share a Client Portal link, and your counterparty can correct what is already there and add what is missing.

Use cases

Draft cases exist for two situations:

Allows your users to go back and edit Client Portal information

Previously, once a user had reached the final "Check" step of a Client Portal, they could not go back to the previous steps and edit some of their answers. With this new feature, if you change the status of a Case to "Draft" and share any Client Portal link with a user, they will now be able to edit all their information. This is useful when:

• You are running a remediation and need them to confirm their information again, months after onboarding
• Something they submitted is wrong and has to be corrected

To do it, open the case, click the three-dot menu at the top right and share the case link.

You will be asked to select a Client Portal, a Business Contact and the Case Status.
To allow your users to edit and/or continue the onboarding, select change status to Draft.

You can now share the link. Depending on how the portal is built, your counterparty can edit what is already there, add what is missing, or both.

Create a Case in Dotfile before sharing a Client Portal link

Previously, you would share a Client Portal link with your users and once they had reached the latest step of the board, a Case was created and visible in Dotfile. There are many instances where it actually makes more sense to create a Case, pre-fill it with some information, and only then share the Client Portal link to your users. This is now possible with the "Draft" status. For instance:

• Create a Case manually in Dotfile with the relevant companies and individuals, then share a Client Portal link with your user to collect missing information. By doing so, you reduce the number of actions your users will have to take and are able to control exactly which Company and which Individuals you want information on.
• Create a Case via API integration, pre-fill it with some data, and then share a Client Portal link with your users.

Draft status is also what makes Save for later work: part-way through a portal, your counterparty can save and come back. Progress used to live in the browser cache, which lost it as soon as they changed device.

They receive an email with the portal link, which sends them back to the exact step they left.

If the link expires, they can generate a new one themselves by authenticating with their email address — nothing to do on your side.

Clicking the link takes them straight back to the page they left.