---
sourceDocument: Yokohama Environmental, Social, and Governance Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/environmental-social-governance

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Environmental, Social, and Governance Management

ft:clusterId :

    - esgv

bundleId :

    - esgv

workflow :

    - Technology


---

# Create a disclosure template

# Create a disclosure template {#ariaid-title1}

* Release version: Yokohama
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create your own unique Microsoft Word disclosure templates tailored to different types of disclosures. Utilize these templates that you create when you generate specific disclosures. The templates help to streamline the disclosure
process by implementing customized templates for efficiency and consistency.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllOperational Sustainability ManagementAdministrationDisclosure Templates.
2. Select New.
3. On the form, fill in the fields.  
   {#create-a-disclosure-template__table_lrv_yw4_brb__entry__2}

   | Field | Description |
   |-|-|
   | Disclosure type | Type of disclosure. The choices are as follows: * Annual report * ESG report * Regulatory and framework * Request for information * Ratings and indices * Supplier questionnaire * Others {#create-a-disclosure-template__ul_e5m_kxj_nzb} |
   | Template document | Document to add. Note: The file extension must be .docx. |
   [Table 1. Disclosure template form]

   {#create-a-disclosure-template__table_lrv_yw4_brb}
4. Select Click to add....
5. Select Choose file.
   1. Select a file of your choice from your local system.
   2. Select Open.
   3. Select OK.

   {#create-a-disclosure-template__substeps_ej1_xkh_rzb}  
   Note:  
   Ensure that the size of the file does not exceed 10 MB and only one template for each disclosure type is defined.

*[\>]: and then