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