Connect an existing document in Microsoft OneDrive to policy

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Enable redlining in a policy document that is existing in your Microsoft OneDrive instead of creating a document in Microsoft OneDrive.

    Before you begin

    Role required: sn_compliance_ws.corporate_compliance_analyst; mp_document_user

    Procedure

    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.
    4. Select a policy.
    5. Select a Policy text related list to view the contents of the policy.
      If you already have a document on Microsoft OneDrive with some content in it, which you want to associate with the policy, then you can associate that document.
    6. Select the Enable document editing list.
      If the policy is in Draft state, then only the policy owner can associate a document from Microsoft OneDrive to enable the policy text for the approvers, reviewers, and contributors to edit.
    7. To link an existing document with the policy that is enabled for redlining, select Connect Existing document in the Enable document editing list.
      1. Enter the location of the folder in the Folder location field.
      2. Enter the name of the document in the Document name field.
      3. Select Connect.
      4. To open the document, select the link.
      5. To update the content of the document in the Policy text field, select the Update link below the document link.
      You can still create another document or connect to a different document for a policy that is already enabled with redlining.
    8. To create another document or connect to a different document for a redlining-enabled policy, select the Enable document editing button.
      To connect to a different document, select Connect existing document that opens a Connect existing document pop-up.
      1. Enter the path of the folder where the document resides in the Folder location field.
      2. Enter the name of the document in the Document name field.
      3. Select Create.
      4. To update the content of the document in the Policy text field, select the Update link below the document link.