Define a document category

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

    • 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.

    Antes de Iniciar

    Role required: sn_doc_processor.admin

    Procedimento

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

    O que Fazer Depois

    Associate document types to a document category