Define a document category

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • 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.

    Vorbereitungen

    Role required: sn_doc_processor.admin

    Prozedur

    1. Navigate to Document Processor > Administration > Document Categories.
    2. In the list, click New.
    3. On the form, fill in the fields.
      Tabelle : 1. Document category form fields to complete
      Field Description
      Name Name of the category.
      Active Option to activate this category.
    4. Select Submit.

    Nächste Maßnahme

    Associate document types to a document category