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Report and Reduce Your Carbon Footprint with Net Zero Cloud
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            Collaborate in a Document

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            1. Salesforce Help
            2. Docs
            3. Report and Reduce Your Carbon Footprint with Net Zero Cloud

            Collaborate in a Document

            Use the content you organized to collaborate in reports and disclosures with your stakeholders by opening the document from Information Library. Collaborate in the document to edit and manage rich text content, which includes its appearance, lists, hyperlinks, and Data Links. You can also use your content to create snippets in your document.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Net Zero Cloud Growth license. To edit Word documents, you need a Microsoft 365 license. To edit Google documents, you need a Google account
            User Permissions Needed
            To collaborate in a document:

            Manage Materiality Assessment

            AND

            Manage Information Library
            To generate disclosure reports by using the Salesforce Disclosure and Compliance Hub for Microsoft 365 Word add-in: Disclosure and Compliance Hub plugin for Microsoft 365
            To generate disclosure reports by using the Salesforce Disclosure and Compliance Hub Connector add-on for Google Docs: Disclosure and Compliance Hub plugin for Google Docs
            Note
            Note You must enable Disclosure and Compliance Hub. You must also configure your org to use Word via External Document Storage Configuration, and the current user must have an authorized Named Credential for Microsoft 365.

            Open a Document from Information Library

            Choose the documents that you want to collaborate in to create rich text content for reports and disclosures.

            1. From the App Launcher, find and select Information Library.
            2. In the Topics tab, click Collaborate in Document.
            3. If you haven’t created documents associated with Information Library before, click Create Document.
            4. If you previously created documents associated with Information Library, select the document that you want to collaborate on or Create Document.

            Create a Snippet in a Document

            Select rich text content on a document that you’re collaborating on to create snippets that you can save to your Information Library.

            1. From the App Launcher, find and select Information Library.
            2. In the Topics tab, click Collaborate in Document.
            3. Select the document that you want to collaborate on or Create Document.
            4. On the document Home tab, select Salesforce Disclosure and Compliance Hub for Microsoft 365 Word or the Disclosure and Compliance Hub Connector for Google Docs..
            5. Select a response in the document, and from the available actions on the Document tab, select Push Content to Library.
            6. Enter a snippet name.
            7. Select a language and format.
            8. If you’re creating a snippet under a topic, select the Information Library topic to link the snippet.
            9. Select the usage type and category.
            10. Save your changes.
              Note
              Note If the snippets have Data Links within them, the values in the Data Links are stored as plain text in Information Library.

            See Also

             
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