Add disclosure documents

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Add secondary related or supporting documents for any disclosure that you create. Supporting documents for a disclosure report may include sustainability reports detailing environmental and social metrics, corporate governance documents illustrating governance structures, and third-party certifications validating a company's ESG performance. Additionally, relevant policies, such as those on ethics and supply chain practices, contribute to a comprehensive ESG disclosure.

    Before you begin

    Role required: sn_esg.admin or the owner of the disclosure

    About this task

    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.

    Procedure

    1. Navigate to All > Environmental, Social, and Governance > ESG Workspace > Lists > Disclosures > Narrative disclosures.
    2. Open the disclosure for which you want to add documents.
    3. Select the Documents related list.
    4. Select Add.
    5. On the form, fill in the fields.
      Table 1. Disclosure documents form
      Field Description
      Name Name of the document.
      Type Type of document. This field is automatically set to Secondary because the primary document is always the blank document for the disclosure that is automatically created.
      URL URL of the document if the document is hosted elsewhere.
      Document Supporting files to attach.
    6. Select Save.
    7. To view the document details, select the document and on the Attachments side panel, the details are displayed.