---
sourceDocument: Xanadu Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/financial-services-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Create document list item definitions for a document list definition

# Create document list item definitions for a document list definition {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.

## Before you begin

Role required: sn_doc_processor.admin

You can associate one or more document list item definitions with a document list definition.

## Procedure

1. Navigate to Document ProcessorAdministrationDocument list definitions.
2. In the list, click the document list that you want to add a document list item to.
3. In the Document List Item Definitions related list, click New.
4. On the form, fill in the fields.  
   {#doc-processor-associate-document-list-items-to-category__steps_qp1_sqh_htb__entry__2}

   | Field | Description |
   |-|-|
   | Document list | Name of the document type that is displayed in document service tasks. An example is Passport. |
   | Document category | Option to activate this document type to be used in document service tasks. |
   | Use existing document | Option to enable to request for use of a previously submitted document that currently exists in the system. |
   | Can request exception | Option to enable request for exemption from submittal of this document list item. |
   | Can request deferment | Option to enable to request for deferral of this document list item for submittal at a future date. |
   | No of documents | The number of documents required for each category. |
   | Mandatory | Set the document list item as mandatory, if required. Note: If a document list item is set as mandatory, the document verification task in a workflow can't be closed without verifying the documents of this category. |
   | OCR processing needed | Option to require text or data to be automatically extracted from the document list item definition using optical character recognition. For more information, see [Financial Services Operations Integration with Document Intelligence](https://servicenow-prod.fluidtopics.net/bGQJX7_aFhHUrdKhRO72cw "Integration with Document Intelligence enables machine learning (ML) to assist in quickly automating document processing and accurately extracting information from documents to the ServiceNow AI Platform."). |
   [Table 1. Document List Item Definitions form fields]

5. Select Submit.
{#doc-processor-associate-document-list-items-to-category__steps_qp1_sqh_htb}

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