Associate document types to a document category

Associate the relevant document types to a document category. For example, for the Proof of Identity document category, the types of documents could be Driver's License and Passport.

Before you begin

Role required: sn_doc_processor.admin

You can associate one or more document types with a document category.

Procedure

1. Navigate to Document Processor > Administration > Document Categories.

2. In the list, select the document category that you want to add a document type to.

3. In the Document type related list, select New.

4. On the form, fill in the fields.

   Field	Description
   Name	Name of the document type that is displayed in document service tasks. An example is Passport.
   Active	Option to activate this document type to be used in document service tasks.

5. Select Submit.

6. Select the newly created Document Type record.

7. In the Document Type record, select New in the Attributes related list to define an attribute for the document type.

   Attributes are defined values in a document type, such as first name, last name, or date of birth. These attributes define the values Document Intelligence extracts from documents.

8. Fill out the Name field for the attribute, and select Submit.

What to do next

Create a document list definition

Parent Topic:Configuring Financial Services Operations Document Processor