Associate document types to a document category

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 Processor > Administration > Document 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.

   Table 1. Document category form fields to complete

   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.

5. Select Submit.

What to do next

Create a document list definition