---
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: "2026-03-12"
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** > **Administration** > **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)