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.

Before you begin

Role required: sn_doc_processor.admin

Procedure

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

   Table 1. Document category form fields to complete

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

4. Select Submit.

What to do next

Associate document types to a document category