How do I manage Descriptors?

  2. Contacts
  3. How do I manage Descriptors?
How do I manage Descriptors?
Managing Descriptor Categories:

Descriptor Categories are used to logically group descriptors on the screen so users can easily locate the needed field.

  1. As a first step, create Descriptor Categories.
  2. In the main page, click  to access Settings.
  3. Go to Descriptors.
  4. Scroll to the bottom of the page

  5.  Click to create a new descriptor category then add a name and a description.
  6. Click Save and Close.
Managing Descriptors:
  1. Navigate to Contacts.
  2. Click   in the top right of the screen.
  3. In the pop-up window, add
    • The Descriptor’s Name: that’s how the descriptor will be displayed under Descriptors in Contacts.
    • Choose the Contacts module.
    • Choose Type from the list below.

    • Choose the category under which you want the Descriptor to show. 
    • If you chose a Contact Type Specific Descriptor , enter the type of contact. This descriptor will only be available for contacts under that type.
    • Add a Description.
  4. Click Save.
  5. When a Descriptor is Compliance Associated it will be a part of Compliance policies under the Descriptors tab.
  1. Navigate to Relationships.
  2. Click   in the top right of the screen.
  3. In the pop-up window, add
    • The Descriptor’s Name: that’s how the descriptor will be displayed under Descriptors in Relationships.
    • Choose the Relationships module.
    • Choose Type from the list below.

    • Choose the category under which you want the Descriptor to show.
    • Add a Description.
    • Choose Risk Associated , to use the Descriptor in the Risk Decision.
    • Choose Review Associated , to add the descriptors to the review checklist.
  4. Click Save.
  5. When a Descriptor is Compliance Associated  it will be a part of Compliance policies under the Descriptors tab.
  1. Navigate to Entites.
  2. Click   in the top right of the screen.
  3. In the pop-up window, add
    • The Descriptor’s Name: that’s how the descriptor will be displayed under Descriptors in Entities.
    • Choose the Entites module.
    • Choose Type from the list below.

    • Choose the category under which you want the Descriptor to show.
    • Add a Description.
    • Choose Review Associated , to add the descriptors to the review checklist.
  4. Click Save.
  5. When a Descriptor is Compliance Associated  it will be a part of Compliance policies under the Descriptors tab.
  1. Navigate to Organization.
  2. Click   in the top right of the screen.
  3. In the pop-up window, add
    • The Descriptor’s Name: that’s how the descriptor will be displayed under Descriptors.
    • Choose the Organization module.
    • Choose Type from the list below.

    • Choose the category under which you want the Descriptor to show. 
    • Add a Description.
  4. Click Save.
  5. When a Descriptor is Compliance Associated it will be a part of Compliance policies under the Descriptors tab.
  1. Navigate to Documents.
  2. Click   in the top right of the screen.
  3. In the pop-up window, add
    • The Descriptor’s Name: that’s how the descriptor will be displayed under Descriptors. 
    • Choose the Documents module.
    • Choose Type from the list below.

    • Choose the category under which you want the Descriptor to show. 
    • If you chose a Document Type Specific Descriptor and enter the type of document. This descriptor will only be available for documents under that type.
    • Add a Description.
  4. Click Save.
  5. When a Descriptor is Compliance Associated it will be a part of Compliance policies under the Descriptors tab.
Created descriptors will be automatically generated in reports.
Contacts Entities Relationships Settings
June 4, 2021

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