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Getting started with Ideagen Disclose
Who is this article for?Users and Administrators using disclose.
User access is required.
Ideagen Disclose intelligent questionnaire software provides the user with a simple interface to answer questions, navigate between questions and sections, add comments and tailor questionnaires to be interactive and concise. The following article explains the key features of Ideagen Disclose and the user and admin guide resources.
1. Ideagen Disclose
Ideagen Disclose intelligent questionnaire software provides the user with a simple interface to:
- Answer questions using tick boxes, dates, numeric and text entries, with automatic tagging of questions as OK, alert or problem answers.
- Add comments to answers.
- Navigate easily between questions and sections, both forwards and backwards, with constantly updated statistics on unanswered questions, alerts, problems, and comments.
- Tailor the questionnaire interactively to the precise situation, removing unnecessary questions and sections.
- Review unanswered questions, problem answers, alerts, and comments by users.
- View answers interactively by section.
- Display question help (there is also help on using Disclose).
- Report on questions and answers, with many different views.
The answer set is split into two distinct sections:
- The first is the tailoring section which will ask entity specific questions.
- The second is the main checklist (containing disclosure requirements).
The answers you have given in the tailoring section will determine what disclosure requirements are included in the main checklist section. For example, if in the tailoring you have indicated that you have no investment property, there will be no disclosure requirements relating to investment property in the main checklist section.
2. User guide resources
The following table gives quick access to User guide resources that will help you get started with Disclose:
| Article | Description |
|---|---|
| Getting Started with Accessing Disclose | How to log into Disclose for the first time, how to log in as a user, editing user details, help and logging out. |
| Getting Started with Clients & Answer Sets | How to create an answer set and how to create a client. |
| Getting Started with Creating Users |
How to create users, groups, and default workflows. |
3. Admin guide resources
The following table gives quick access to Admin guide resources that will help you get started with Disclose:
| Article | Description |
|---|---|
| Getting Started with Creating Users |
How to create users, groups, and default workflows. |