Disclosure Management Dashboard

When you launch JustPerform Disclosure Management from the insightsoftware Platform, you open the Disclosure Management Dashboard.

This dashboard lists all files you have access to. The Recommended section lists the reports based on due date in descending order. The Files section contains the All and Favorites tabs. You can view details about each file such as the workspace it is saved, its file type, owner, and due date, and perform the following operations to the file list in both tabs:

• Type text in the Search box to search for a file. The file list is filtered while you are typing to show only matched files.
• Filter the file list by type.

  

• Filter the file list by workspace. You can also search for the workspaces you need.

  

• Click in the row of a report file to manage details of the report.

Using the language icon in the left navigation bar, you can display UI elements of the dashboard in English, Spanish, and French according to your needs.

Perform Actions to a File

In the Actions column of the file list, you can select or clear the star to add or remove a file to or from the Favorites tab of your dashboard. You can also click the ellipsis to work with a file in the following ways if your license type or workspace access permits:

• Open
  Opens the file in the desktop application.
• Edit
  Edits properties of the file.
  • For a document, you can edit the name of the document.
  • For a report, you can edit the report properties such as report name, due date, and description.
• Delete
  Deletes the file from the workspace it resides in.
• Revisions
  Available to report file only. It allows you to publish revisions for the report. See Publish Report Revisions.
  
• Roll-forward
  Available to report file only. It allows you to create a complete copy of the report. See Roll Forward a Report.
• Download
  Available to report file only.
  • Publish new version
    Publishes the latest version of the report to a PDF file.
  • Last Published
    Downloads the last PDF you have published for the report.