Create document list item definitions for a document list definition

Create document list item definitions for a document list definition. For example, for the Proof of Name Change document category, the document list item could be Name change of customer.

始める前に

Role required: sn_doc_processor.admin

You can associate one or more document list item definitions with a document list definition.

手順

1. Navigate to Document Processor > Administration > Document list definitions.
2. In the list, click the document list that you want to add a document list item to.
3. In the Document List Item Definitions related list, click New.
4. On the form, fill in the fields.

   表 : 1. Document List Item Definitions form fields

   Field	Description
   Document list	Name of the document type that is displayed in document service tasks. An example is Passport.
   Document category	Option to activate this document type to be used in document service tasks.
   Use existing document	Option to enable to request for use of a previously submitted document that currently exists in the system.
   Can request exception	Option to enable request for exemption from submission of this document list item.
   Can request deferment	Option to enable to request for deferral of this document list item for submission at a future date.
   Has fillable document	Option to include a Document template with the task.
   No of documents	The number of documents required for each category.
   Mandatory	Set the document list item as mandatory, if required. 注: If a document list item is set as mandatory, the document verification task in a workflow can't be closed without verifying the documents of this category.
   OCR processing needed	Option to require text or data to be automatically extracted from the document list item definition using optical character recognition. For more information, see Integrating with Document Intelligence.

5. Select Submit.