Siebel eFinance Guide > Validation, Approval, and Disclosure Business Services > End-User Procedures >

Viewing Disclosures Associated with Contacts

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 the Contacts screen.
  2. From the Show drop-down list, select All Contacts.
  3. In the Contacts list, select a contact.
  4. Click the Disclosures view tab.

    The Disclosures view appears.


 Siebel eFinance Guide 
 Published: 20 October 2003