Bulk Actions for High-Volume Business Customer Onboarding

What are Bulk Actions?

Bulk Actions is Dotfile's multi-select feature designed for high-volume business customer onboarding workflows. Perform operations on hundreds of customer cases simultaneously from any view. Select items using checkboxes, apply contextual actions, and track real-time execution with complete audit trails, all without leaving your current workflow.

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Supercharge Bulk Actions with Autonomy

Take bulk processing to the next level by combining Bulk Actions with Dotfile Autonomy, our AI compliance agent. Select hundreds of low-risk customer cases using Bulk Actions, then let Autonomy's AI agents review them all automatically in seconds. The AI analyzes documents, screens for AML risks, verifies identities, and approves straightforward cases, escalating only the complex scenarios that need human attention.

Example: A payment platform has 500 low-risk customer applications ready for review. Using Bulk Actions, they select all cases matching their low-risk criteria and trigger Autonomy to review them overnight. By morning, 499 cases are automatically approved with detailed audit trails, and just 1 case is flagged for manual review. What would have taken the compliance team a full week is completed in minutes, with zero compromise on accuracy or compliance.

Three Ways Bulk Actions Transform High-Volume Business Customer Onboarding

1. Reduce Repetitive Onboarding Work

Eliminate manual, one-by-one processing with smart multi-select.

Save hours of repetitive work with just a few clicks. Check the boxes next to the customers you want to update, or select your entire list at once, then apply your changes to all of them. Whether it's 10 cases or 1,000, you'll complete in seconds what used to take your team hours or even days. The system shows you only the relevant actions for your selection, so you can work fast without worrying about mistakes.

Example: Need to assign a verification workflow to 150 new customers? Instead of opening each case separately, select them all and apply the workflow. Bulk Actions automatically skips any cases that already have the right setup and flags anything that needs your attention, so your onboarding keeps moving without interruption.

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2. Speed Up High-Volume Business Onboarding Workflows

Process entire filtered views in seconds with real-time tracking.

Process hundreds of business customer cases in seconds instead of hours, with zero risk of human error. Watch your progress in real-time and get instant confirmation when it's done. The system tracks every action and flags any issues immediately, so you can address exceptions without slowing down the rest of your workflow. Handle massive volumes at speed while maintaining the accuracy that manual processing could never guarantee.

Example: A fintech company processing high-volume merchant onboarding adds compliance tags to 500 cases matching specific risk criteria in 30 seconds instead of 2+ hours of manual tagging. They receive a completion notification showing 498 successful operations and 2 skipped items with clear explanations, enabling them to scale customer onboarding without adding headcount.

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3. Preserve Full Auditability During High-Volume Business Onboarding

Maintain complete transparency with activity logging and granular permissions.

Never lose visibility into what's happening with your business customer onboarding, even at scale. Every bulk action automatically creates a complete record of what was done, who did it, when it happened, and which customers were affected. You control exactly who on your team can perform bulk updates, and after each operation, you get a clear breakdown showing what succeeded, what was skipped (and why), and what needs attention. This complete transparency means you can process thousands of cases quickly while still meeting every compliance requirement and audit standard.

Example: During a quarterly audit, compliance officers review all bulk operations from the past three months of high-volume customer onboarding. Activity logs show every action with complete context: user, timestamp, entity count, success rate, and detailed results, providing perfect audit transparency for regulatory reviews of your onboarding operations.

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Bulk Actions helps compliance teams eliminate repetitive work, accelerate high-volume business customer onboarding, and maintain complete audit transparency. Transform hours of manual onboarding work into seconds of automated execution while preserving the control and visibility required for regulatory compliance. Scale your customer onboarding operations without compromising on compliance or adding operational overhead.

Learn more about Bulk Actions in our documentation or contact us for a demo to see how we can help you automate high-volume customer onboarding.

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