As a COI Administrator, you can update the year value in the Annual Disclosure form. This feature lets you adjust disclosures created before a fiscal year change so they display the correct year for new Annual Disclosures.
Accessing the Form Manager
- In the menu, click on More, and then click on Rename Annual Disclosures.
- Search for the desired Disclosure form and add a checkmark next to it. Then select the Rename Disclosure button.
- Use the up and down toggles to adjust the year as desired. Once updated, select the Rename Annual Disclosures button.
- Confirm the change.
The updated year will be reflected in the Annual Disclosure list.