Upload a disclosure document

Upload a locally created disclosure document to the Operational Sustainability Management application instance to sync the disclosure data and associated metric records.

Before you begin

Create a narrative disclosure on your local system. For more information, see Create a narrative disclosure on local system.

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

Procedure

1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace.
2. In the Lists tab of the workspace, select Disclosures > Narrative disclosures.
3. Open the locally created disclosure.
4. Select Upload disclosure document.
5. Link the disclosure document.
   1. Open the document.
   2. Copy the document ID by selecting the copy icon .
   3. In the Document ID field, paste the ID.
   4. Select Save.
6. Select the download icon .
7. If a previously uploaded document is already present, delete it.
8. Upload the document by selecting Attach file, browsing for the new document, and selecting it.
9. Select Save.

Result

• The disclosure document is synced, which could take some time.
• The corresponding claim records are synced and added to the disclosure.