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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, the date the disclosure was presented to the user, the date the user acknowledged the disclosure, and the 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 Contacts > Contacts List view.
2. In the Contacts list, drill down on the contact.
3. Click the Disclosures view tab.