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sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/environmental-social-governance

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    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Environmental, Social, and Governance Management

ft:clusterId :

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workflow :

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---

# Create a claim from Microsoft Word

# Create a claim from Microsoft Word {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can create a claim directly from Microsoft Word for use in future disclosures or reports.

## Before you begin

Role required: Any user of the Microsoft Word document and sn_grc_claims.manager

## Procedure

1. Navigate to the Microsoft Word document.
2. On the ribbon, select Create claim under ServiceNow Reporting.  
   On the right side pane, the ServiceNow log in screen appears.
3. To log in to your ServiceNow instance, select Log in.
   1. A message is displayed that states that ServiceNow Reporting displays in a new window, select Allow.
   2. On the ServiceNow login screen, provide your credentials.
   3. Select Allow.
   {#create-a-claim-from-microsoft-word__substeps_vn4_lmk_vvb}
4. On the Claims for reporting form, fill in the fields.  
   For more information regarding the field descriptions, see [Claims for reporting fields](https://www.servicenow.com/docs/_PdXrrcuujEKwQ3XGrnKJw "Learn about the fields of the Claims for reporting form. Use this form to create a new claim.").
5. Select Save.