Each disclosure type will have configuration settings applicable to the time period, reminder schedule, and fields that are optional or required. If this is your first time configuring disclosures, click here to read more about disclosure basics.
Configuring the settings for a disclosure:
- Click settings in the left navigation pane
- Click disclosures
- Select the disclosure type
- The disclosure settings page will appear. Updates made to this page are saved automatically in real-time. Change the reporting period, reminder schedule, or click the slider next to the field names to mark them as required or optional.