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            Preview Policies and Reorder Clauses for IT Compliance

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            Preview Policies and Reorder Clauses for IT Compliance

            To ensure your policy is organized and visually accurate for auditors, preview the document layout and reorder its clauses. Adjusting the sequence helps you prioritize critical information and maintain a logical flow.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To view Policy records:

            IT Compliance Fulfiller permission set

            OR

            Compliance Admin permission set
            To modify Policy records: Compliance Admin permission set

            You can only reorder clauses for policies in Draft, Review, or Pending Approval status. Policies in Published, Active, or Retired status cannot be reordered.

            1. From the App Launcher, find and select Compliance Policy Versions.
            2. Open the Compliance Policy Version record you want to preview.
            3. Click the Policy Details tab to see a preview of how the policy text appears.
            4. To reorder the clauses, click Sequence Clause.
            5. In the Clause Preview window, drag and drop the clauses into your preferred order.
            6. To verify the new layout, click Preview.
            7. Save your changes.
             
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