This section walks you through installing and configuring Compliance Tracker 365, with clear guidance on deployment options so you can choose the best fit for your organization.

Step‑by‑Step Setup

1. Create a SharePoint Site
   Set up a dedicated SharePoint site to host the app.
2. Deploy the App(s) to the App Catalog
   Upload the Compliance Tracker 365 app(s) into your organization’s SharePoint App Catalog.
3. Add the App(s) to Your SharePoint Site
   Install the app on the SharePoint site you created.
4. Apply a Solution Template (New Option)
   Once deployed, apply a Solution Template to automatically create sample libraries and configurations that showcase key features.
5. Create Targeting Terms
   Define custom Terms to tag content based on audience or compliance requirements.
6. Configure Profiles via the Management Page Page
   Use the Management interface to assign Terms and set up user Profiles.
7. Tag Content with Terms
   Apply Terms to relevant content so users know what they must read—and managers can generate accurate Compliance Reports.