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.

Avant de commencer

Role required: sn_doc_processor.admin

Procédure

1. Navigate to Document Processor > Administration > Document Categories.
2. In the list, click New.
3. On the form, fill in the fields.

   Tableau 1. Document category form fields to complete

   Field	Description
   Name	Name of the category.
   Active	Option to activate this category.

4. Select Submit.

Que faire ensuite

Associate document types to a document category