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.

始める前に

Role required: sn_doc_processor.admin

手順

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

   表 : 1. Document category form fields to complete

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

4. Select Submit.

次のタスク

Associate document types to a document category