Create a document list definition to later associate document list items to. For example, create a Contact onboarding document list definition.

Before you begin

Role required: sn_doc_processor.admin

Procedure

  1. Navigate to Document Processor > Administration > Document list definitions.
  2. In the list, click the document list that you want to define a document list item for.
  3. In the Document List Item Definitions related list, click New.
  4. On the form, fill in the fields.
    Table 1. Document List Item Definitions form fields
    Field Description
    Name Name of the document list definition.
    Active Option to activate this document list definition.
    Description Description of the document list definition.
  5. Select Submit.

What to do next

Create document list item definitions for a document list definition