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            Set Up Document Type Document Category for Loan Origination

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Set Up Document Type Document Category for Loan Origination

            Establish the relationship between loan-related document types and document categories by linking specific document types with their respective document categories. For example, associate the Aadhaar Card and Driving License document types with the Proof of Address and Proof of Identity document categories. Or associate the Bank Statement and Salary Slip document types with the Proof of Income document category.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create a document type document category:

            System Administrator

            AND

            Document Checklist Item
            1. From Setup, in the Quick Find box, enter Document Category Document Type, then select Document Category Document Type.
            2. Click New Document Category Document Type.
            3. Enter a label for the document type document category.
              The API name is automatically filled based on the label. Edit the Api name to make sure that each document type document category has a unique API name.
            4. Select the document category.
            5. Select the document type that you want to associate with the document category.
              You can associate a document type with more than one document category.
            6. To associate another document type with the same or a different document category, click Save & New or to finish, click Save.
             
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            Salesforce Help | Article