Associate document types to a document category

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: sn_doc_processor.admin

    You can associate one or more document types with a document category.

    Procedimento

    1. Navigate to Document Processor > Administration > Document Categories.
    2. In the list, click the document category that you want to add a document type to.
    3. In the Document type related list, click New.
    4. On the form, fill in the fields.
      Tabela 1. Document category form fields to complete
      Field Description
      Name Name of the document type that is displayed in document service tasks. An example is Passport.
      Active Option to activate this document type to be used in document service tasks.
    5. Select Submit.

    O que Fazer Depois

    Create a document list definition