Define a document category
Define document categories to categorize the different document types that are used across Financial Services Operations applications. An example of a document category could be Proof of Identity.
Before you begin
Role required: sn_doc_processor.admin
Procedure
Navigate to Document Processor > Administration > Document Categories.
In the list, click New.
On the form, fill in the fields.
Field Description Name Name of the category. Active Option to activate this category. Select Submit.
What to do next
Associate document types to a document category
Parent Topic:Configuring Financial Services Operations Document Processor