Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to circulate a disclosure.
To circulate a disclosure:
2) Once you are logged in, you will be able to see the Circulate Disclosure button at the top right of the screen.
3) Click on the Circulate Disclosure button.
4) Select the Section 165 Disclosure checkbox.
5) Select Okay, Preview on the Preview Disclosure pop-up window to preview your disclosure document.
6) To edit the distribution list, click on the Edit Distribution List button.
7) To save any edits to the distribution list, click on the Save button.
8) Click on Yes, Circulate to proceed.
The disclosure for Section 165 has been circulated successfully.
Congratulations! You have completed the tutorial on How to Circulate a Disclosure.