Custom document types

Dotfile offers the flexibility to tailor Document Checks to your specific use cases. Here is how to create your own custom document types:

  • In the menu, go to Settings > Checks (only Admins have access to this section)
  • Enter in the Document tab
  • Click “Create new document type
  • Enter a title and select the entity types for which the document type is applicable: company, individual, or both.
  • You will now find this document type listed among the available options when creating a document check.