Create Custom Document Types

• A document check is a specific type of check designed for document collection.

• Dotfile provides a list of native document types by default. Click here to see the list of default document types that can be collected in a document check.

• If a required document type is not covered by the native options, you can create custom document types to fit your needs.

• When creating a document check:

  • Specify the type of entity (individual, company) the document applies to.

  • Indicate whether the document is to be collected from the client or is intended for internal use only.

  • Define the validation criteria to be automatically applied by Dotfile’s AI, using a prompt.

Head over to settings > Checks > Document to created custom document types. More info on document checks and document types on our product documentation