Who is this article for?

Users managing clients and answer sets.

System administrators should provide login credentials.

Ideagen Disclose allows organisations to manage clients, answer sets, checklists, and other information in a secure online workspace for streamlined collaboration. Users can create client profiles with contact details, assign checklists, and build answer sets to respond to organisational need efficiently.

Tip: Want to know more? See Creating a client for more information.

1. Creating a client

1. Log into your Disclose account and go to the Clients section. Click the Create New Client plus icon  .
2. Enter the clients name and any other relevant information.

3. You can Search Users and Groups to find add any security for the client.
4. Click Add once you've entered all the client's details. The new client will now appear in your clients list.

2. Creating an answer set

1. To create a new answer set, from the menu select Answer Sets.
2. Then select the plus icon  .

3. You can now create an answer set for this client by finding their name, selecting the checklist and period end. 

4. Begin the checklist by clicking Start.  
5. You can also amend the sign-offs if they are to be different to the default settings.

3. Further reading

• Creating a client
• Managing clients