Set Up Document Categories for Loan Origination

Group the loan-related documents into logical categories to make it easier for your users to manage and retrieve related documents quickly.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To create document categories:	System Administrator AND Document Checklist Item

User Permissions Needed

To create document categories:

System Administrator

AND

Document Checklist Item

From Setup, in the Quick Find box, enter Document Category, and then select Document Category.
Click New Document Category.
Enter a label for the document category.
For example, Proof of Address.

The API name is automatically filled based on the label and can be customized. Edit the Api name to make sure that each document category has a unique API name.
Enter a description for the document category.
To add another document category, click New Document Category or to finish, click Save.
For the list of document categories that you must create, see Document Types and Document Categories Required for Loan Origination.

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