---
schema_version: "1"
id: 186651128990c0c915a22b2261b959431819d7ab265bdd486747a0255a7613ac
title: Modify Policy Clauses with AI in Microsoft Word for IT Compliance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_cmpl_draft_policy_ai_msword.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_draft_policy_ai_msword.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9f34b94dcb6e9931ea6acbff826c60dabef7807a546cb2f19936a26ed435a719
description: Use generative AI to draft and refine clauses directly in Microsoft Word to accelerate policy authoring. AI-assisted editing helps you generate new requirements or adjust the tone and length of existing text while maintaining a seamless link to your Salesforce compliance records.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Modify Policy Clauses with AI in Microsoft Word for IT Compliance

Use generative AI to draft and refine clauses directly in Microsoft Word to accelerate policy authoring. AI-assisted editing helps you generate new requirements or adjust the tone and length of existing text while maintaining a seamless link to your Salesforce compliance records.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with AI IT Compliance add-on.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d10880e72">User Permissions Needed</th>
          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10880e72 ">&nbsp;</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10880e72 ">&nbsp;</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10880e72 ">To use AI Policy Authoring in Microsoft 365</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10880e72 ">
              <p>IT Compliance AI Admin permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Microsoft 365 Guided Setup permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

Confirm that AI Policy Authoring with Microsoft 365 is enabled in Salesforce. For setup steps, see [Set Up Policy Management with Microsoft 365 for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_setup_policy_o365.htm&release=264.0.0&type=5 "Integrate Salesforce with Microsoft 365 to draft and sync policies between the two systems while maintaining centralized governance. Use a guided setup to configure the connection and enable AI-assisted authoring in Microsoft Word. The Microsoft 365 integration allows users to author policies in a familiar environment while ensuring Salesforce remains the system of record."). The Salesforce Policy Connector must also be installed in Microsoft Word. See [Configure Microsoft 365 Integration for IT Compliance](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_policy_o365_guided_setup.htm&release=264.0.0&type=5 "Configure the link between Salesforce, Microsoft Azure, and SharePoint to enable policy authoring in Microsoft Word. This guided setup serializes the setup process so you can enable everything sequentially, from credentials to external document storage without any errors.")

Smart Policy Authoring uses generative AI grounded in your organization’s specific compliance context to ensure generated clauses are relevant and accurate. Always review AI-generated content for accuracy and compliance with your organization's legal standards before finalizing a document.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_note.png)

Note Generative AI produces one clause version at a time. The version currently selected in the AI window is the one inserted into the document.

## Draft a New Policy Clause

Use generative AI to generate a new clause from scratch.

1. [Open your policy document in Microsoft Word](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_open_policy_msword.htm&release=264.0.0&type=5 "Open your policy records in Microsoft Word to draft and refine content using familiar word-processing tools. The Salesforce Policy Connector ensures you are editing the latest version and synchronizes your changes back to Salesforce.") using the Salesforce Policy Connector.
2. In the side panel, click **Draft with AI**.
3. In the input box, describe the clause you want to create and submit your prompt.
4. To adjust the generated content, select a refinement option: **Rephrase**, **Shorten**, **Elaborate**, or **Formalize**.
5. Review the text and click **Insert** to add the clause to your document.

## Refine an Existing Clause

Refine a clause already in your document using generative AI.

1. In the side panel, open the **Document** tab to see a list of clauses currently in the document.
2. Select the actions menu next to the clause you want to update and click **Refine with AI**.
3. Select from one of the refinement options or enter your own instructions.
4. Review the generated text and click **Use Clause** to apply the changes.