Configure gift policy for Gifts and Entertainment Compliance

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Configure a gift policy in accordance with your organization's policy. This policy will outline the conditions under which approval is required.

    Before you begin

    Ensure that the Gifts and Entertainment Compliance application scope is selected.

    Role required: sn_lg_gifts.gifts_config

    Procedure

    1. Navigate to All > Legal Administration > Gifts Admin > Gift Policies.
    2. Select New.
    3. On the form, fill in the fields:

      For description on the field values, see Gift Policies form.

    4. Click Save.