---
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


---

# Submit a document for verification

# Submit a document for verification {#ariaid-title1}

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

A document collector can collect and submit a document for verification.

## Before you begin

Role required: admin

## Procedure

1. Navigate to Financial Services OperationsWorkspace.
2. Select the lists icon (![Lists icon.]()).
3. In the Lists tab, under Document verification, open the task list.
   * For your assigned tasks, select Assigned to me.
   * For all document verification tasks, select All.
   {#doc-processor-submit-verification-document__choices_xbp_ycm_gmb}
4. In the list, select the document verification task that you want to work on.  
   To work on a verification task that is not assigned to you yet, assign it to yourself by selecting Assign to me.
5. Complete these steps as applicable:
   * Under Document Information, enter information into the applicable fields.
   * Attach any documents to be submitted for verification.
   {#doc-processor-submit-verification-document__choices_tbl_n24_htb}
6. **Optional:** In the Work notes field, enter any comments.
7. Select Submit document.

## Result

A document verification task is created.  
If Document Intelligence is integrated, once a document verification task is created, a record is also created on a Document Intelligence task if the following criteria are met:

* The OCR processing needed checkbox is selected.
* The document verification task has a document attached.
* The document verification task shows a current stated of Submitted.
{#doc-processor-submit-verification-document__ul_bdm_nlj_3tb}

## What to do next

A document agent can [Work on a document verification task](https://servicenow-prod.fluidtopics.net/5V0PpLTxGnopcWbi_Hglyw "A document agent can review and approve or reject a document submitted for verification via Financial Services Operations applications.").

*[\>]: and then