The Disclosures Library in Brand Portal is used to store approved disclosure language and manage it throughout its lifecycle, from draft creation to approval, versioning, and ongoing updates.
This guide explains how to access the library and perform common tasks.
Access the Disclosures Library
In the left sidebar, open Brand Portal
Select Disclosures
You will see a list of all disclosures in your organization.
From this page, you can search, filter, and open individual disclosures.
Find and Filter Disclosures
Use the tools at the top of the Disclosures page to locate specific items.
You can:
Search by name or text
Filter by attributes such as status, product, channel, geography, or date
Browse the full list
Filters help narrow results when managing large disclosure libraries.
Create a New Disclosure
Go to Brand Portal → Disclosures
Click Add New
Enter the required information, including:
Disclosure name
Disclosure text
Where to use (optional description)
Metadata such as product, channel, audience, geography, and dates
Save the disclosure
New disclosures are created in Draft status and must be approved before use.
Edit Disclosure Details or Metadata
To update a disclosure’s information:
Open the disclosure
Click Edit Disclosure
Update the text, description, or metadata fields
Save your changes
Metadata can include product, audience, channel, geography, effective dates, and other tags used by your organization.
Submit a Disclosure for Approval
Draft disclosures must be approved before they are considered final.
Open the disclosure
In the Approval section, click Submit for Approval
Choose the appropriate approval workflow
Optionally add notes for reviewers
Click Submit for Approval
The disclosure status updates based on the review process.
Create a New Version of a Disclosure
Use versioning to update approved disclosure language while preserving previous versions.
Open the disclosure
In the Version History panel, click New Version
The disclosure enters version editing mode
Update the disclosure text, description, or metadata
Click Save as New Version
The updated content is saved as a new version within the same disclosure record. New versions have to be submitted for approval.
Current Version Behavior
When a version is approved:
It becomes the current version
This version is shown whenever the disclosure is opened
Only the current version can be edited further
Previous versions remain available for reference
Historical versions are read-only
This preserves a complete audit history while ensuring only approved language is editable.
View Version History
The Version History panel displays all approved versions of the disclosure.
For each version, you can view:
Version number
Approval status
Creation date
Author
Summary information
Older versions can be opened for review but cannot be modified.
Audit Trail
The Audit Trail section tracks activity related to the disclosure, including approvals and updates.
This provides transparency into who made changes and when.
Usage Tracking
The Usage section shows where the disclosure is being used across assets.
You can:
View linked files
See status and locations
Export usage data (CSV)
Usage tracking helps assess the impact of updates and identify affected materials.
Attachments
Attachments can be added to a disclosure to store supporting documents or reference files.
Once added, the disclosure becomes part of the organization’s approved repository and will be automatically used during compliance checks.