---
sourceDocument: Brazil Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/financial-services-operations

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Associate document types to a document category

# Associate document types to a document category {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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 ProcessorAdministrationDocument Categories.
2. In the list, click the document category that you want to add a document type to.
3. In the Document type related list, click New.
4. On the form, fill in the fields.  
   {#doc-processor-associate-document-types-to-category__table_ytn_lj4_wnb__entry__2}

   | 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. |
   [Table 1. Document category form fields to complete]

   {#doc-processor-associate-document-types-to-category__table_ytn_lj4_wnb}
5. Select Submit.
{#doc-processor-associate-document-types-to-category__steps_xdp_md4_phc}

## What to do next

[Create a document list definition](https://www.servicenow.com/docs/LAYzpkh5SX3XUaw42B9AYw "Create a document list definition to later associate document list items to. For example, create a Contact onboarding document list definition.")

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