Connect a document that exists in your Microsoft SharePoint folder to a policy that you created. Use this existing document and enable redlining in the policy text instead of creating a document.
Antes de Iniciar
Role required: sn_compliance_ws.corporate_compliance_analyst; mp_document_user
Procedimento
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Navigate to .
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In the Compliance Workspace, select the List icon (
).
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Navigate to .
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Select a policy.
The policy must be in Draft state, only then the policy owner can associate a document from Microsoft SharePoint to enable the policy text for the approvers, reviewers, and contributors to edit.
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Select the Policy text related list to view the contents of the policy.
If you already have a document on Microsoft SharePoint with relevant policy content, which you want to associate with the policy, then you can associate that document to the policy.
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To connect a document that is in your Microsoft SharePoint folder.
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Log in to Microsoft SharePoint site.
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Navigate to the document that you want to connect to the policy.
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Select the Share list in the Home page and click the Copy link to page option.
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Navigate back to the Policy text related list of the policy record.
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Select the Enable document editing list and click the Connect existing document option.
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Paste the copied Microsoft SharePoint site URL in the Site URL field of the Connect existing Word document pop-up.
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Enter the details in the Folder path and Document name fields.
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Select Connect.
A message appears stating that Microsoft Word editing is enabled. The policy record is connected to the document.
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Select Update.
The Policy text field displays the text from the Microsoft SharePoint document in the ServiceNow policy record.