Create document list item definitions for a document list definition

task brazil Updated Sep 10, 2026 1 min read doc-processor-associate-document-list-items-to-category.md

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.

Before you begin

Role required: sn_doc_processor.admin

You can associate one or more document list item definitions with a document list definition.

Procedure

Navigate to Document Processor > Administration > Document list definitions.
In the list, click the document list that you want to add a document list item to.
In the Document List Item Definitions related list, click New.
On the form, fill in the fields.

Field	Description
Document list	Name of the document type that is displayed in document service tasks. An example is Passport.
Document category	Option to activate this document type to be used in document service tasks.
Use existing document	Option to enable to request for use of a previously submitted document that currently exists in the system.
Can request exception	Option to enable request for exemption from submission of this document list item.
Can request deferment	Option to enable to request for deferral of this document list item for submission at a future date.
Has fillable document	Option to include a Document template with the task.
No of documents	The number of documents required for each category.
Mandatory	Set the document list item as mandatory, if required. Note: If a document list item is set as mandatory, the document verification task in a workflow can't be closed without verifying the documents of this category.
OCR processing needed	Option to require text or data to be automatically extracted from the document list item definition using optical character recognition. For more information, see Integrating with Document Intelligence.

5. Select **Submit**.

Parent Topic:Configuring Financial Services Operations Document Processor

119 lines · 3.3 KB Wrap lines

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

# Create document list item definitions for a document list definition

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.

## Before you begin

Role required: sn\_doc\_processor.admin

You can associate one or more document list item definitions with a document list definition.

## Procedure

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

2.  In the list, click the document list that you want to add a document list item to.

3.  In the Document List Item Definitions related list, click **New**.

4.  On the form, fill in the fields.

<table id="doc-list-item-definition-fields"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Document list

</td><td>

Name of the document type that is displayed in document service tasks. An example is Passport.

</td></tr><tr><td>

Document category

</td><td>

Option to activate this document type to be used in document service tasks.

</td></tr><tr><td>

Use existing document

</td><td>

Option to enable to request for use of a previously submitted document that currently exists in the system.

</td></tr><tr><td>

Can request exception

</td><td>

Option to enable request for exemption from submission of this document list item.

</td></tr><tr><td>

Can request deferment

</td><td>

Option to enable to request for deferral of this document list item for submission at a future date.

</td></tr><tr><td>

Has fillable document

</td><td>

Option to include a Document template with the task.

</td></tr><tr><td>

No of documents

</td><td>

The number of documents required for each category.

</td></tr><tr><td>

Mandatory

</td><td>

Set the document list item as mandatory, if required. **Note:** If a document list item is set as mandatory, the document verification task in a workflow can't be closed without verifying the documents of this category.

</td></tr><tr><td>

OCR processing needed

</td><td>

Option to require text or data to be automatically extracted from the document list item definition using optical character recognition. For more information, see [Integrating with Document Intelligence](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/integration-with-document-intelligence.md).

</td></tr></tbody>
</table>5.  Select **Submit**.


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