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How to restrict Document Type in ME, MY Team and My Client Group which is created for Checklist Purp — Cloud Customer Connect
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How to restrict Document Type in ME, MY Team and My Client Group which is created for Checklist Purp

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edited Aug 23, 2023 8:27AM in Journeys 7 comments

We are creating a New Document Type to be used at Task Level, but this document type is also showing in ME, My Team and My Client Group while adding the new Document of Record.

How can we make it as invisible at Me, My Team and My Client Group


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