Define a document category

task australia Updated Sep 10, 2026 1 min read fso-doc-processor-define-document-category.md

Define document categories to categorize the different document types that are used across Financial Services Operations applications. An example of a document category could be Proof of Identity.

Before you begin

Role required: sn_doc_processor.admin

Procedure

Navigate to Document Processor > Administration > Document Categories.
In the list, click New.
On the form, fill in the fields.

Field Description

Name Name of the category.

Active Option to activate this category.
Select Submit.

Field	Description
Name	Name of the category.
Active	Option to activate this category.

What to do next

Associate document types to a document category

Parent Topic:Configuring Financial Services Operations Document Processor

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---
title: Define a document category
description: Define document categories to categorize the different document types that are used across Financial Services Operations applications. An example of a document category could be Proof of Identity.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/fso-doc-processor-define-document-category.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure, Document Processor, Integrate, Financial Services Operations \(FSO\)]
---

# Define a document category

Define document categories to categorize the different document types that are used across Financial Services Operations applications. An example of a document category could be Proof of Identity.

## Before you begin

Role required: sn\_doc\_processor.admin

## Procedure

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

2.  In the list, click **New**.

3.  On the form, fill in the fields.

    |Field|Description|
    |-----|-----------|
    |Name|Name of the category.|
    |Active|Option to activate this category.|

4.  Select **Submit**.


## What to do next

[Associate document types to a document category](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/doc-processor-associate-document-types-to-category.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)