---
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: "2026-03-12"
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** > **Financial Services Operations** > **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.