Compliance Tracker 365 Documentation
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  • Installation and Setup
    • Requirements
    • Create a SharePoint site
    • App Catalog Options
      • Tenant Deployment
      • Site Collection App Catalog
      • Site Collection Deployment
    • SharePoint API Approval
    • Add App to Site
    • Create targeting Terms
    • CT365 Management Solution
      • Enable features
    • Management
      • Terms
      • Profiles
      • License
      • Localisation
      • Tracker
      • Libraries
      • Roles
      • Flows
      • App
    • Target Content
    • First setup
  • Key Components
    • Terms
    • User Profiles
    • Read and Views
    • Web components
      • Tracker
        • Tracker Types
          • Add a Quiz
        • Important and Optional Terms
        • Refresher Days
        • 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
      • User Report
      • File Report
      • Report Tips
    • Notifications
      • Schedule notifications
  • Additional Information
    • PnP Search Integration
      • Deploy PnP Search
      • Add first template
      • 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
    • Troubleshooting
  • Quick Guides
    • Quick setup video guide
    • Setup terms, user profiles, and libraries
    • How to tag content
    • Distribute policies and procedures

Distribute policies and procedures

This use case for policies and procedures runs you through how to:

  1. Create a term
  2. Connect users with terms
  3. Add terms to content
  4. Surface documents
  5. Sign off - Compliance
  6. Generate reports
How to tag content Licensing
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Compliance Tracker 365 Documentation