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Viewing Disclosures Associated with Contacts (End User)

All end users can view disclosures associated with a specific contact on the Contacts Disclosures view. This view is read-only and displays the:

  • Disclosure name
  • Date the disclosure was presented to the user
  • Date the user acknowledged the disclosure
  • Date the user accepted the disclosure

For more information on setting up disclosure processing, see Automating the Display of Disclosure Documents.

To view a disclosure history

  1. Navigate to the Contacts screen > Contacts List view.
  2. In the Contacts list, drill down on the contact.
  3. Click the Disclosures view tab.
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