---
sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create and associate a policy text document in Microsoft OneDrive

# Create and associate a policy text document in Microsoft OneDrive {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Create a policy text document in Microsoft OneDrive and enable document editing with the approvers, reviewers, and contributors. You can share the document with your stakeholders and collaborate on the document editing in real-time.

## Before you begin

Role required: sn_compliance_ws.corporate_compliance_analyst; mp_document_user

## Procedure

1. Navigate to AllPolicy and ComplianceCompliance Workspace.
2. In the Compliance Workspace, select![Lists icon.]() from the sidebar.
3. Navigate to Compliance libraryMy policies.  
   You can [create a new policy](https://servicenow-prod.fluidtopics.net/DaoEPGgvtxswRNWuC9aFww "A policy defines an internal practice that processes must follow. You can define policies using the Compliance Workspace as policies, procedures, standards, plans, checklists, frameworks, and templates.") or open a record to enable the redlining feature.
4. Select a policy to open.
5. For Microsoft OneDrive, select the Policy text related list to view the contents of the policy text.
   1. Select the Enable document editing button.  
      If the policy is in Draft state, then the policy owner can alone create a document or associate a document from Microsoft OneDrive to enable the policy text for editing by the approvers, reviewers, and contributors.
   2. To create a document as a policy owner, select Create new document in the Enable document editing list.
   3. Enter the path of the folder where the document resides in the Folder location field.  
      For example, GRC/Folder.
   4. Enter the name of the document in the Document name field.
   5. Select Create.
   6. To view the document that is created, select the Open in Word button.
   {#create-policy-redlining-document__substeps_s5k_bjw_k1c}
6. To view the users that have read or write access to the document, navigate to the Document access related list.
7. To create another document or connect to a different document for a redlining-enabled policy, select the Enable document editing button.  
   To create another document, select Create new document that opens the Create a document pop-up.
8. To update the content of the document in the Policy text field, select the Update link below the document link.
9. If the policy has been drafted and is complete, the policy owner can request a review by selecting the Request review button.
10. Enter a message for the reviewers in the Request review pop-up.
11. Select Request.  
    As a reviewer, you can view the policy, if ready for review, when you log in to My pending tasks in the Tasks view.
12. Select the Submit review button.  
    You can review the policy text, add a comment in the Submit review pop-up, and submit it.
13. To preview the document and to get the latest update after your collaborators have edited, select the Update link in the Policy text tab.  
    As a policy owner, you can edit the content of the document in Microsoft OneDrive to maintain a sync between the document in Cloud and the policy text of the policy.

    All activities between the policy owner and the reviewers are captured in the Activity tab of the Details related list. If all reviewers have completed the review, then the
    policy owner can complete the publishing checklist.
14. Select the Complete publishing checklist button.  
    If all reviews are complete, then as a policy owner you can complete the publishing process. This action creates a playbook. The policy owner must go through the publishing checklist before requesting approval. See, [Complete publishing checklist for the policy and request approval](https://servicenow-prod.fluidtopics.net/QVGMsa0mm~BVyjo0yPgSyQ "Use the playbook available with Compliance Workspace to complete the publishing checklist before you request approval. If approvals are complete, then the policy is automatically published.").
15. To view the history of the policy, select the Policy history related list.  
    For more information, see [View the history of a redlining-enabled policy](https://servicenow-prod.fluidtopics.net/s6Hn6WoFSWUegKAthWGCpg "Use the policy history related list to track the modifications made to the policy document.").

*[\>]: and then