This section covers the installation and configuration of Compliance Tracker 365. There are several options with regards to how the application is installed. We’ll guide you through the process to help you select the best options for your needs.

The main steps involved in deploying Compliance Tracker 365 are:

1. Create a SharePoint site
2. Deploy the app(s) to an app catalog
3. Add the app to a SharePoint site
4. Create targeting Terms to tag content
5. Access Management page to assign Terms and configure Profiles
6. Tag content with the terms to show people what they need to read and for managers to generate Compliance Reports