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Report and Reduce Your Carbon Footprint with Net Zero Cloud
Search for Disclosure Guidance

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Search for Disclosure Guidance

A disclosure question can have multiple related questions and the guidance provided with the question from the disclosure authority describes the expected response for each of them. You can view the guidance associated with the question by drilling down on the question from the add-in. Rich text is supported for guidance text.

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 generate disclosure and compliance reports: Disclosure and Compliance Hub User
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

Ensure that you added guidance for the active assessment question version. See Create Disclosure Questions and Guidance.

  1. From the App Launcher, find and select Disclosure and Compliance Hub.
  2. From the Disclosures and Compliance Hub menu, select Disclosures and Compliance Hub.
  3. In the In Progress section, for a disclosure, click Launch External Document.
    The In Progress section in Disclosures and Compliance Hub
  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 question and from the actions menu, click View Guidance.
    Disclosure guidance
 
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