This section walks you through the installation and setup, offering guidance on the available deployment options so you can choose the best fit for your organization.

1. Create a SharePoint Site
   Set up a dedicated SharePoint site where the app will be hosted.

2. Deploy the App(s) to the App Catalog
   Upload the Compliance Tracker 365 app(s) to your organization’s SharePoint App Catalog.

3. Add the app to your SharePoint Site
   Install the app on the SharePoint site you created.

   New Option: Once the app is deployed, apply a Solution Template. These templates deploy sample libraries and configurations to demonstrate features.

4. Create targeting Terms
   Define custom Terms to tag content based on audience or compliance needs.

5. Configure Profiles via the Management Page
   Use the Management interface to assign Terms and set up user Profiles.

6. Tag Content with Terms
   Apply Terms to relevant content so users know what they’re required to read—and managers can generate accurate Compliance Reports.