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The Quick Start is a single page "how to" description of iDisclose. It is best used when you simply need to be reminded about how to prepare a report. (Quick Start Word Document)

iDisclose Step by Step

The Step by Step documentation described in detail the steps you will need to follow to complete a report. The steps described are:

  1. The iDisclose Dashboard
  2. Disclosing as a New Employee
  3. Disclosing as a Current Employee
  4. My Entities
  5. My Disclosures

iDisclose Step by Step (Single Page)


v3.0 is currently being updated and will be made available mid-February 2015. Please check this page for updates on how to navigate through the new interface and complete your annual disclosures in addition to accessing prior approvals.



Additional assistance materials are available on the iDisclose web site. For questions regarding annual disclosures email