Add secondary related or supporting documents to any disclosure you create. Supporting documents may include sustainability reports, corporate governance documents, third-party certifications, and relevant policies such as
those on ethics and supply chain practices. These documents provide additional context and validation for environmental, social, and governance disclosures.
Antes de Iniciar
Role required: sn_esg.admin or the owner of the disclosure
Por Que e Quando Desempenhar Esta Tarefa
When you create a disclosure, that disclosure is the primary document. While you can add secondary documents, you cannot delete the primary document. Every time a document is updated, only the latest version of the document
is stored in the instance.
Procedimento
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Navigate to .
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Open the disclosure for which you want to add documents.
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Select the Documents related list.
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Select Add.
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On the form, fill in the fields.
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Select Save.
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To view the document details, select the document and on the Attachments side panel, the details are displayed.