---
sourceDocument: Australia Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/financial-services-operations

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Submit a document for verification

# Submit a document for verification {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

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

## Vorbereitungen

Role required: sn_doc_processor.collector

## Prozedur

1. Navigate to Financial Services OperationsWorkspace.
2. Select the lists icon (![Lists icon.]()).
3. In the Lists tab, under Document verification, open the task list.
   * For your assigned tasks, select Assigned to me.
   * For all document verification tasks, select All.
   {#doc-processor-submit-verification-document__choices_xbp_ycm_gmb}
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. On the form under Document Information, fill in the fields as required.  
   {#doc-processor-submit-verification-document__table_f1f_jfl_mhc__entry__2}

   | Field | Description |
   |-|-|
   | Document category | The document category assigned to this document, such as Proof of Identity. |
   | Document type | The document type assigned to this document, such as Passport. |
   | Valid through | The date up to which the document is valid. |
   | File name | Name of the file. |
   | File format | The file format of the document. |
   | File size | The size of the file. |
   [Tabelle : 1. Document Information form]

   {#doc-processor-submit-verification-document__table_f1f_jfl_mhc}
6. On the form under Process Information, fill in the fields as required.  
   For a description of the field values, see [Create document list item definitions for a document list definition](https://servicenow-prod.fluidtopics.net/~LRU3k~Wfd0h3blUnXF6aw "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.").
7. Attach any documents to be submitted for verification.
8. **Wahlweise:** In the Work notes field, enter any comments.
9. Select Submit document.
{#doc-processor-submit-verification-document__steps_jjx_g52_rhc}

## Ergebnisse

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.
{#doc-processor-submit-verification-document__ul_bdm_nlj_3tb}

## Nächste Maßnahme

A document agent can [Work on a document verification task](https://servicenow-prod.fluidtopics.net/_algGrOZK_gmhjHkruSoOQ "A document agent can review and approve or reject a document submitted for verification.").