Associate document types to a document category

task australia Updated Sep 10, 2026 1 min read doc-processor-associate-document-types-to-category.md

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.

Before you begin

Role required: sn_doc_processor.admin

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

Procedure

Navigate to Document Processor > Administration > Document Categories.
In the list, click the document category that you want to add a document type to.
In the Document type related list, click New.

On the form, fill in the fields.

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.

Select Submit.

What to do next

Create a document list definition

Parent Topic:Configuring Financial Services Operations Document Processor

47 lines · 1.9 KB Wrap lines

---
title: Associate document types to a document category
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/doc-processor-associate-document-types-to-category.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure, Document Processor, Integrate, Financial Services Operations \(FSO\)]
---

# Associate document types to a document category

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.

## Before you begin

Role required: sn\_doc\_processor.admin

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

## Procedure

1. Navigate to **Document Processor** &gt; **Administration** &gt; **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.

|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**.

## What to do next

[Create a document list definition](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/doc-processor-define-document-list.md)

**Parent Topic:**[Configuring Financial Services Operations Document Processor](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configuring-fso-document-processor.md)