Upload a disclosure document

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Upload locally created disclosures in the ESG Management application instance.

    Before you begin

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

    Procedure

    1. Navigate to All > Environmental, Social, and Governance > ESG Workspace > Lists > Disclosures > Narrative disclosures.
    2. Open the locally created disclosure.
    3. Select Upload disclosure document.
    4. Open the document and copy the unique document ID by selecting the copy icon.
      1. In the Document ID field, provide the unique ID by opening the document and copying the ID.
      2. Select Save.
    5. Select the download icon to download the document.
    6. Delete the document already present.
    7. Make the necessary edits to the document.
    8. To upload the new document, select Attach file and browse for the document to upload.
    9. Select Save.

    Result

    The disclosure document is synced. The data takes some time to sync.