Add an authority document to an agency
Add an authority document to a regulatory agency in Compliance Workspace to maintain traceability between regulations and their source documents.
Before you begin
Role required: compliance_case_manager
About this task
Authority documents represent official regulatory publications such as rulebooks or guidelines. Linking these documents to agencies helps ensure compliance workflows reference the correct source.
Procedure
Navigate to All > Compliance Workspace > Lists > Regulatory information > Regulatory agencies.
Select the agency record you want to update.
In the Authority Documents related list, select Add.
Choose one or more authority documents from the list (for example, GDPR Guidelines).
Select Save.
Parent Topic:Regulatory Agency Library