Add an authority document to an agency

Add an authority document to a regulatory agency in Compliance Workspace to maintain traceability between regulations and their source documents.

Antes de Iniciar

Role required: compliance_case_manager

Por Que e Quando Desempenhar Esta Tarefa

Authority documents represent official regulatory publications such as rulebooks or guidelines. Linking these documents to agencies helps ensure compliance workflows reference the correct source.

Procedimento

1. Navigate to All > Compliance Workspace > Lists > Regulatory information > Regulatory agencies.
2. Select the agency record you want to update.
3. In the Authority Documents related list, select Add.
4. Choose one or more authority documents from the list (for example, GDPR Guidelines).
5. Select Save.