Submit a document for verification

A document collector can collect and submit a document for verification.

Before you begin

Role required: admin

Procedure

1. Navigate to Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the Lists tab, under Document verification tasks, open the task list.
   • For your assigned tasks, select Assigned to me.
   • For all document verification tasks, select All.
4. In the list, select the document verification task that you want to work on.
   To work on a verification task that is not assigned to you yet, assign it to yourself by selecting Assign to me.
5. Complete these steps as applicable:
   • Under Document Information, enter information into the applicable fields.
   • Attach any documents to be submitted for verification.
6. Optional: In the Work notes field, enter any comments.
7. Select Submit document.

Result

A document verification task is created.

If Document Intelligence is integrated, once a document verification task is created, a record is also created on a Document Intelligence task if the following criteria are met:

• The OCR processing needed checkbox is selected.
• The document verification task has a document attached.
• The document verification task shows a current stated of Submitted.

What to do next

A document agent can Work on a document verification task.