Setting Up Disclosures

To implement disclosure processing, you must associate each disclosure with a product and then, if applicable, with the appropriate document.

To associate a disclosure with a product

  1. Navigate to the Administration - Product screen, and then the Disclosure view.

  2. In the Product form, query for the product.

  3. In the Disclosure list, add a new record, and complete the necessary fields.

  4. To activate a disclosure, select it in the Disclosure list, and click Activate.

    Clicking Activate, changes the Status from In Progress to Active and makes the record read-only.