Add disclosure documents

Add secondary related or supporting documents to any disclosure you create. Supporting documents may include sustainability reports, corporate governance documents, third-party certifications, and relevant policies such as those on ethics and supply chain practices. These documents provide additional context and validation for environmental, social, and governance disclosures.

Before you begin

Role required: sn_esg.admin or the owner of the disclosure

About this task

When you create a disclosure, that disclosure is the primary document. While you can add secondary documents, you cannot delete the primary document. Every time a document is updated, only the latest version of the document is stored in the instance.

Procedure

1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Lists > Disclosures > Narrative disclosures.
2. Open the disclosure for which you want to add documents.
3. Select the Documents related list.
4. Select Add.
5. On the form, fill in the fields.

   Table 1. Disclosure documents form

   Field	Description
   Name	Name of the document.
   Type	Type of document. This field is automatically set to Secondary because the primary document is always the blank document for the disclosure that is automatically created.
   URL	URL of the document if the document is hosted elsewhere.
   Document	Supporting files to attach.

6. Select Save.
7. To view the document details, select the document and on the Attachments side panel, the details are displayed.