Workflow in OutSite
You can complete dossier items via the workflow. Because employees are generally allowed to do more than external users, you can authorise the workflow roles. By using workflows in OutSite, the customer can complete a dossier item on the portal. Somebody logged on to the portal only sees the dossier if he/she is the administrator or user of the portal.
Procedure
- Workflows
- Process an input form in the workflow
- Dossier items at the person level