How do I publish?

1.      Select the Utilities tab in administration.

2.      Select Logout Users under Database Utilities in the left navigator.

3.      Review all users logged into ComplianceOne. Before proceeding, have any users logged into administration close the administration section of ComplianceOne. All users, except you, must be out of administration before publishing.

4.      Select Publish Organizations on the Utilities tab.

5.      Select the Organizations and Policies or Organizations, Policies, and Document Properties as applicable.

6.      Click the Publish button.

Note

n       After the progress bar ends, your changes will be available for end users.

n       If users are logged into lending or deposit during the publishing process, they will need to close the program and log back in before the changes will be available.