The dashboard is the opening screen in Disclosure Management. From the dashboard, you can create new documents and view all the documents that have been created in Disclosure Management. You can also open documents from the dashboard.
Option for importing previously extracted documents with the SNE file extension
Disclosure Management enables you to create extracts of documents so you can send them to Amana Consulting for auditing or inspection, for example. For more information, see Rolling Forward or Copying a Document.
Option for creating a new document. Enter the document name and define the reporting date by which the document needs to be completed. Go to Workflow and apply the Default Workflow, then click Save.
The document will now be displayed in the Document overview.
To extract multiple documents into one file, you must have one of the following roles:
Global Administrator
Document Administrator (for the documents you have permissions for)
Without one of the mentioned roles, the Extract documents to file button is deactivated. A tooltip with a message about the missing permission is displayed.
To extract multiple documents into one file:
1
Hold down the CTRL key and select the documents you want to extract into a file.
2
Do one of the following:
Right-click the three-dot icon and select Extract.
Click the Extract documents to file button.
Extracting multiple documents into a single file
3
Once the extraction is complete, a new message will be displayed in the notification window, from which you can download the extracted report.
