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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure gift policy for Gifts and Entertainment Compliance

Configure a gift policy in accordance with your organization's policy. This policy will outline the conditions under which approval is required.

Before you begin

Ensure that the Gifts and Entertainment Compliance application scope is selected.

Role required: sn_lg_gifts.gifts_config

Procedure

  1. Navigate to All > Legal Administration > Gifts Admin > Gift Policies.

  2. Select New.

  3. On the form, fill in the fields:

    For description on the field values, see Gift Policies form.

  4. Click Save.

Parent Topic:Configure Gifts and Entertainment Compliance