File a customer agreement for a customer

task australia Updated Sep 10, 2026 1 min read file-customer-agreement.md

File the customer agreement that is prepared for a customer so that you can to set up a new credit card account.

Before you begin

Role required: sn_bom_document.agent

About this task

This document service task is automatically created for a new credit card case when the credit card task to determine the card's terms and conditions and update the customer agreement completes.

Procedure

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
In the Lists tab, under Document Service, open the task list.
- For your assigned tasks, click Assigned to me.
- For all document tasks, click All.
In the list, select the task to work on.

To work on a task that is not assigned to you yet, assign it to yourself by clicking Assign to me.
In the State field, change the state of the task to Work in Progress.
File the customer agreement that is prepared for the customer.
In the Work notes field, enter any comments.
Click Close.

Result

The document service task moves to the Closed – Complete state.
The stage of the associated credit card service case changes from Customer Agreement to Account Creation.
A credit card task to set up a credit card account for the customer is automatically generated in the Tasks tab of the associated case. The task is created in the Open state and assigned to an assignment group or a credit card agent in the credit card services department. The assignment group or user that the task is assigned to is based on the assignment rule.

56 lines · 2.6 KB Wrap lines

---
title: File a customer agreement for a customer
description: File the customer agreement that is prepared for a customer so that you can to set up a new credit card account.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-card-operations/file-customer-agreement.html
release: australia
product: Financial Services Card Operations
classification: financial-services-card-operations
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Setting up a new credit card account, Use, Card Operations, Banking applications, Financial Services Operations \(FSO\)]
---

# File a customer agreement for a customer

File the customer agreement that is prepared for a customer so that you can to set up a new credit card account.

## Before you begin

Role required: sn\_bom\_document.agent

## About this task

This document service task is automatically created for a new credit card case when the credit card task to [determine the card's terms and conditions and update the customer agreement](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-card-operations/determine-card-terms-conditions-disclosures.md) completes.

## Procedure

1. Navigate to **All** &gt; **Financial Services Operations** &gt; **Workspace**.

2. Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).

3. In the **Lists** tab, under **Document Service**, open the task list.

- For your assigned tasks, click **Assigned to me**.
- For all document tasks, click **All**.
4. In the list, select the task to work on.

To work on a task that is not assigned to you yet, assign it to yourself by clicking **Assign to me**.

5. In the **State** field, change the state of the task to **Work in Progress**.

6. File the customer agreement that is prepared for the customer.

7. In the **Work notes** field, enter any comments.

8. Click **Close**.

## Result

- The document service task moves to the Closed – Complete state.
- The stage of the associated credit card service case changes from Customer Agreement to Account Creation.
- A credit card task to set up a credit card account for the customer is automatically generated in the **Tasks** tab of the associated case. The task is created in the Open state and assigned to an assignment group or a credit card agent in the credit card services department. The assignment group or user that the task is assigned to is based on the assignment rule.