You can create internal steps as part of your onboarding. This is useful when you also need team members to update applications with internal supporting documents as part of your onboarding.
Recipients will not see these, but you and your team will still be able to complete these steps internally (fill out a form or upload files).
Steps can be added to your process or to a live application
Adding private steps to a checklist
- Click on the Edit button in front of the line item and untick the 'Visible to end-user' checkbox
You will be able to upload files to private file requests and fill out private forms.
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