Add and remove custom requirements

You can add or remove custom requirements that all of your accounts will be asked to provide with the application in addition to the standard Green Check requirements.

Add a custom requirement

  • In your Green Check account, navigate to Company Profile, then Due Diligence.
  • Click the Add New Requirement button.
  • Add a name, choose a category and add a description for the custom requirement. Then, click Create.

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View, edit or archive a custom requirement

  • Click on the requirement in the table.
  • Click Edit or Archive.


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View archived custom requirements

  • Click Switch To: Archived Requirements above the table.
  • To restore an archived requirement:
    • Click on the requirement in the table.
    • Click Restore.