Document type Visibility Based on Checklist Assignment

Hi Team,

Our client has requested that, moving forward, only those document types that have been assigned via the checklist should be visible to employees. All other document types should remain hidden from the employee’s view.

For example, if an employee has been granted access to a document type (such as "Appointment") through their Journey, that specific document type should be visible to them. However, any document types not assigned to the employee via the checklist should not appear in sections like the document records.

Thank you,
Girish Kushibi