Google Sheets Integration & Identity Review Methods
Product update • June 21st, 2023
Today, we release a new update packed with features to supercharge your compliance workflows. A big shout out to all the customers who have contributed to the development with their feedback and guidance!
Google Sheets Integration
Thanks to our Google Sheets integration, it's easier than ever to build custom dashboards, updated in real-time, based on your Dotfile data.
You now have the flexibility to implement your own risk scoring matrix, track analysts' productivity, or other metrics you care about.
In the coming days, we will release a Dashboard Template that does just that, to get you started even faster.
Identity Review Methods
Regardless of the Identity Verification provider you are using through Dotfile, you sometimes want the ability to override their decisions. For instance, you may want to have a look at an identity document before the check is considered rejected and triggers an email.
This feature will allow you to switch from the default "automatic" to a "manual" review mode.
Onboarding Flow Redirection
If you are using the Dotfile Onboarding Flow instead of the standard Dotfile client portal, you can now link your URL in the settings section of your Dotfile workspace.
Clicking the "Share Portal" button will now redirect users to your custom Dotfile Onboarding Flow, and they will pick up right where they left, seeing what actions they have to perform.
Company Classifications
Dotfile now natively supports several types of local, European, and worldwide company classification standards. Company classifications are enriched automatically from our business data sources whenever possible.
We are already planning for the next release, so stay tuned for more!
Updated about 1 year ago