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Disclosure

Run a disclosure review

Refer to the Disclosure Review overview before completing these steps to verify you've completed the prerequisites.
Do the following to run a disclosure review:
  1. Start the process
  2. Select the
    Disclosure Review
     skills card.
  3. Select
    Upload Financial Statement
    .
  4. Select your financial statements from the modal (only PDF and Word documents will appear).
    note
    You'll need to identify which documents are the financial statements manually.
  5. Select
    Submit
    .
  6. Monitor progress
  7. After submission, you'll get a progress modal that says “Finding disclosures in the financial statements” and a progress bar showing search results. You have 2 options:
    • Wait on the modal and select
      View Results
       when it's complete.
    • Close the modal and access results later from the
      Results History
       page.
  8. Check Results History
  9. Select
    Results
     on the homepage.
  10. View the status of your disclosure review:
    • In Progress
      : The search is still running.
    • Completed
      : Results are ready to review.
  11. Refer to the additional information provided as needed:
    • The date and time process was run.
    • Description.
    • Which AI skill was used.
    note
    You can use the following features on the
    Results History
     screen to enhance your search:
    • Pagination
      : Go through multiple results.
    • Items per page
      : Adjust how many results you view at a time.
    • Search bar
      : Find specific results.
    • Download
      : Download results in PDF format.
  12. Review and manage results
  13. Select
    View Results
     from the
    Results History
     screen.
  14. The results page displays all the possible disclosure requirements for your engagement based on the title in use.

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