---
schema_version: "1"
id: ec9fda5374fec50533ce882e6fe5da81a76ad15b7fc16b704aaba43039e805eb
title: Preview Policies and Reorder Clauses 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_preview_policy_clauses.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_preview_policy_clauses.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d20697b0d5235c0168e2d06b51154a7378a57dfb12434a72cde1d0e22ea65d09
description: 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.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# 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

<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 Agentforce IT Service.</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="d85707e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d85707e74 ">To view Policy records:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d85707e74 ">
              <p>IT Compliance Fulfiller permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Compliance Admin permission set</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d85707e74 ">To modify Policy records:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d85707e74 ">Compliance Admin permission set</td>

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

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.