---
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


---

# Define a document category

# Define a document category {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 ProcessorAdministrationDocument Categories.
2. In the list, click New.
3. On the form, fill in the fields.  
   {#fso-doc-processor-define-document-category__table_qsl_rph_htb__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the category. |
   | Active | Option to activate this category. |
   [Tabelle : 1. Document category form fields to complete]

   {#fso-doc-processor-define-document-category__table_qsl_rph_htb}
4. Select Submit.
{#fso-doc-processor-define-document-category__steps_psl_rph_htb}

## Nächste Maßnahme

[Associate document types to a document category](https://servicenow-prod.fluidtopics.net/h2XJ5IDC0mlWTyJ5AxO4~A "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.")