Import policy text for redlining

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Import the policy text as an attachment if you’re unable to do the word editing.

    Antes de Iniciar

    Role required: sn_compliance_ws.corporate_compliance_analyst; mp_document_user

    Por Que e Quando Desempenhar Esta Tarefa

    You can import the content only when you’re the policy owner and the policy must also be in Draft state.

    Procedimento

    1. Navigate to All > Policy and Compliance > Compliance Workspace.
    2. In the Compliance Workspace, select the List icon (Lists icon.).
    3. Navigate to Compliance library > My policies.
      You can create a new policy or open a record to enable the redlining feature.
    4. Select a policy to open.
    5. Select a Policy text related list to view the contents of the policy text.
      If you do not have Microsoft or Google Drive integration, then you can import the policy text as an attachment. You can import the content only when you’re the policy owner and the policy must also be in Draft state.
    6. Navigate to All > Policy and Compliance > Administration > GRC properties.
    7. Select the option None in the Select a file sharing service to host documents and attachments system property list.
      1. Select the Import policy text button.
      2. Select Add File in the Import policy text pop-up.
      3. Select Import.
        The content of the file can be previewed in the Policy text field.
      4. Refresh the page to get the contents in the Policy text field.