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.
Vorbereitungen
Role required: sn_esg.admin or the owner of the disclosure
Warum und wann dieser Vorgang ausgeführt wird
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.
Prozedur
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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.