How to use the Harvest Compliance features

Why the Compliance Module exists - Regulatory Compliance Framework
Sun, Apr 3, 2016 at 12:00 AM
The players involved: Triggering the Compliance Module
When using the Harvest Compliance module, there are 3 types of people typically involved: An individual who posts content on Harvest (The “User”) ...
Sun, Apr 3, 2016 at 12:05 AM
Setting up the Harvest Compliance Module
Each employee (User) can designate as many overseers (COs) as they need through their compliance settings on Harvest: Setting up a Pre-Approv...
Sun, Apr 3, 2016 at 12:15 AM
Publishing content using Pre-Approval and Archiving
When the User posts a communication on Harvest that requires pre-approval, that communication is NOT externally accessible to anyone until it receives C...
Sun, Apr 3, 2016 at 12:18 AM
Archiving 3rd party comments, and pre-approving User comments
When a 3rd Party or the User comments on content that the CO has already approved, it will generate an email requesting approval of the comment, citing...
Sun, Apr 3, 2016 at 12:19 AM
Disclosures and Disclaimers
Sun, Apr 3, 2016 at 12:21 AM
Third party software integration
Harvest is fully accessible by any external compliance tool for automated screen-grabs and profile archiving. Harvest is built to easily integrate with your...
Thu, Mar 9, 2017 at 8:41 AM
Where can I learn more?
If you need any help along the way though, our world class financial team will get back to you with hands-on consultation within 48 hours.  Harvest business...
Mon, Mar 5, 2018 at 10:28 PM