Rejection that respects the data
When you reject a document you now give a reason, and Dossia:
- deletes the rejected file from storage — wrong documents don't linger on EU servers,
- shows the rejection and your note to the client on their portal so they know exactly what to re-upload,
- prepares a rejection email template listing the rejected items and your notes, ready to copy.
Once a request is rejected, the Validate/Reject buttons step out of the way until the client re-uploads.
Know what needs you
- A new "Needs my review" KPI counts cases where the client has uploaded documents that are waiting for your validation — the most valuable five minutes of your day.
- The activity feed now groups events per client and expands to a full history: drafted, sent, uploaded, validated, completed — with who did what.
- Drafts no longer pollute the dashboard. Work-in-progress stays out of your KPIs until you actually send it.