From the dashboard, you have the ability to manage your entities, view disclosures for current and past reporting seasons, view disclosures which require
Prior Approval, and view past reports.
Allows you to edit a report.
Deletes a report.
|Allows you to view your report within a browser window.|
|Allows you to email a PDF version of your report.|
|Allows you to download a PDF version of your report.|
|When a item like a disclosure or entity is checked, |
the clone button will be available. This will allow you to
clone, or duplicate the item.
|When you are ready to submit your disclosure for annual reporting|
or a single disclosure for prior approvals the submit button
must be clicked.
|Allows you to add a new entity or new disclosure.|
|Indicates there is missing information for a specific entity. The entity|
will not be listed as available within the Disclosure page.
|Indicates an entity is active, therefore it will be listed as an option|
within the Disclosure page.
|Indicates an entity is not active, therefore it will not be listed as |
available within the Disclosure page.
|Each section contains a help icon. Once clicked, a series of steps |
will be listed in order to assist you in completing the section.
iDisclose v3.0 is updated to help navigate you through completing your annual report and prior approvals. Once a page is completed, the only way forward is by clicking the
Continue to the Next Step button, located at the lower right. The four pages to complete are: Overview, Entities, Disclosures, and Certify for annual reporting. If you are
submitting a single disclosure, you will not see the overview page.
If you have no disclosures to make, you will only need to complete the Overview and Certify page.
Each page contains a question mark and help icon . Once is clicked, the blue header bar will expand with additional information. Clicking
will provide you with steps to complete the section you are on.