Mark a Source Entity as Signed off for Disclosure
You can label a source entity (and any related entities) as ready for disclosure.
When you mark a source entity as ready for disclosure, your name and the time you signed it off will be recorded.
To mark a source entity as signed off for disclosure:
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Open the source entity you want to mark for disclosure.
The Details tab is selected by default.
You'll need to create the source entity if it doesn't already exist.
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Select the Disclosure subtab.
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Select the Signed off for disclosure checkbox to indicate the source entity can be disclosed.
Anyone with permission to update the entity will be able to deselect this checkbox.
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To add a comment about the disclosure:
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To make or change a comment, select Comments.
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Enter your comment.
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Select OK.
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Select Save to save the source entity and create a PDF for the entity.
If the source entity can't be converted automatically, you can use the Upload PDF button to do this manually.
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Select View PDF to open the internal PDF version of the source entity.
Any documents or images that are attached as entities to this source entity will be shown under the Entities tab.
Any entities attached to the source entity are also candidates for disclosure.
The entity's Disclosure tab shows it's ready for markup, redaction, and review for the disclosure indexes it's a part of.