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.

Updated about 1 month ago
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