Custom document types

Create document types that match your own procedures

You can tailor document checks to your own procedures. To create a custom document type:

  • In the menu, go to Settings > Checks (only admins have access to this section).
  • Open the Document tab.
  • Click Create new document type.
  • Enter a title and select the entity types the document type applies to: company, individual or both.

The document type now appears among the available options when you create a document check.



Did this page help you?