Internal documents

You can now choose whether a custom document type should be visible to your counterpart when creating it for the entity, or remain internal. Internal documents are useful for storing files related to internal processes, requirements, due diligence, or any other file that you need to attach to the entity, but do not need to be visible to your counterpart on the onboarding link.

Head over to your Settings, then inside Checks, open Document and Create new document type.

Find more information internal documents on our Product Documentation and API documentation