Create a disclosure template

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 All > Operational Sustainability Management > Administration > Disclosure Templates.
2. Select New.
3. On the form, fill in the fields.

   Table 1. Disclosure template form

   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
   Template document	Document to add. Note: The file extension must be .docx.

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.
   Note:

   Ensure that the size of the file does not exceed 10 MB and only one template for each disclosure type is defined.