- DFIN University Introduction
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Get To Know DFIN University
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CPE Credit Requirements
- ActiveDisclosure Introduction
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ActiveDisclosure Overview
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ActiveDisclosure Walkthrough
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AD Foundations Glossary
- AD Help and Support
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Help and Support Overview
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Help and Support Walkthrough
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Help and Support Practice
- User Interface
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User Interface Overview
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User Interface Walkthrough
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User Interface Practice
- User Management and Permissions
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User Management and Permissions Overview
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User Management Permissions Walkthrough
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User Management and Permissions Practice
- Entity Management
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Entity Management Overview
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Entity Management Walkthrough
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Entity Management Practice
- ActiveDisclosure Project Creation
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Project Creation Overview
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Project Creation Walkthrough
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Project Creation Practice
- Course Review
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ActiveDisclosure Orientation Course Review
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ActiveDisclosure Orientation
Course 1 of 7 in DT AD101 Foundations
This course is an introduction to ActiveDisclosure where you will learn how to navigate the site and all its features. (Duration: Approx. 45min)
This is part of the ActiveDisclosure 100-level Foundations Certification.
Welcome to the Getting Started course within ActiveDisclosure Orientation
Duration: Approx. 30-45min
In this course, we will cover the basics to get you started in ActiveDisclosure. The course has three types of lessons; written lessons, video walkthroughs, and interactive practices that will get you better acquainted with the step-by-step functionality of the software.
Topics Covered within the Getting Started Course:
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- DFIN University Introduction
- ActiveDisclosure Introduction
- Help and Support
- User Management and Permissions
- Entity Management
- Project Creation
- User Interface
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Learning Objectives:
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- Determine where to store and update company information
- Identify the steps required to create a new project
- Find how to manage users and their permissions
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Date Revised: 2/3/2025
