Compliance Tracker 365 Documentation
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  • Compliance Tracker 365 website
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  • Installation and Setup
    • Prerequisites
    • Create a SharePoint site
    • App Catalog Options
      • Tenant Deployment
      • Site Deployment
    • SharePoint API Approval
    • Add App to Site
    • Create targeting Terms
    • Deploying the CT365 Management Solution
      • Enable Flow features
    • Management
      • Profiles
        • Managed
        • Personal
      • Roles
      • Libraries
      • Tracker
      • Localisation
      • Flows
      • Terms
      • License
      • App
      • Templates
    • Target Content
    • Initial indexing
  • Key Components
    • Terms
    • User Profiles
    • Read and Views
    • Web components
      • Tracker
        • Tracker Types
          • Add a Quiz
        • Refresher Days
        • Mandatory and Optional Terms
        • Version Number
        • Expiry Date
      • My Reads
        • My Reads Web Part Properties
      • Read Profile
      • File Reader
    • Reports
      • Site Reports
        • Report data
        • Select report data
        • Query string parameters
        • Add custom properties to reports
      • User Report
      • File Report
      • Report Tips
    • Notifications
      • Schedule notifications
  • Additional Information
    • PnP Modern Search Integration
      • Deploy PnP Modern Search
      • Display template basics
      • Filter results using Profile terms
      • Handlebars Helpers
    • Term suggestions
    • Global vs Site Terms
    • Localisation
      • Site Columns and Lists
    • Enhanced security
    • Guest access
    • App upgrades
    • Application Lists and Pages
    • Site url renames
    • Move from Personal to Managed profiles
    • Troubleshooting
    • Uninstall the app
  • Quick Guides
    • Quick setup video guide
    • Setup terms, user profiles, and libraries
    • How to tag content
    • Distribute policies and procedures video

Quick setup video guide

Follow this quick guide video to get Compliance Tracker 365 up and running in 30 minutes.

Quick Guides Setup terms, user profiles, and libraries
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Compliance Tracker 365 Documentation