Create a document list definition

Create a document list definition to later associate document list items to. For example, create a Contact onboarding document list definition.

Before you begin

Role required: sn_doc_processor.admin

Procedure

1. Navigate to Document Processor > Administration > Document list definitions.

2. In the list, click the document list that you want to define a document list item for.

3. In the Document List Item Definitions related list, click New.

4. On the form, fill in the fields.

   Field	Description
   Name	Name of the document list definition.
   Active	Option to activate this document list definition.
   Description	Description of the document list definition.

5. Select Submit.

What to do next

Create document list item definitions for a document list definition

Parent Topic:Configuring Financial Services Operations Document Processor