---
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 a document list definition

# Create 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 a document list definition to later associate document list items to. For
example, create a Contact onboarding document list definition.

## Before you begin

Role required: sn_doc_processor.admin

## Procedure

1. Navigate to Document ProcessorAdministrationDocument list definitions.
2. In the list, click the document list that you want to define a document list item for.
3. In the Document List Item Definitions related list, click New.
4. On the form, fill in the fields.  
   {#doc-processor-define-document-list__table_u5w_1z4_htb__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the document list definition. |
   | Active | Option to activate this document list definition. |
   | Description | Description of the document list definition. |
   [Table 1. Document List Item Definitions form fields]

   {#doc-processor-define-document-list__table_u5w_1z4_htb}
5. Select Submit.

## What to do next

[Create document list item definitions for a document list definition](https://servicenow-prod.fluidtopics.net/dHtEMS1VurZyXb2ibGZBsQ "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.")

*[\>]: and then