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Document portal

Can a document portal collect missing documents automatically?

Yes. A document portal can compare a workflow against a checklist, detect missing or invalid files, and send specific reminders for the documents still needed.

Short answer

Yes. A document portal can compare a workflow against a checklist, detect missing or invalid files, and send specific reminders for the documents still needed.

What this means in practice

Good reminders name the missing document, explain the issue, and deep-link to the upload step.

Document AI can also classify uploaded files so the portal knows whether a file satisfies the request or needs correction.

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