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How do I use the Dynamic Disclosures™ embed feature?

If you have a Dynamic Disclosures™ subscription, Harbor Compliance’s software automatically generates your disclosure statements according to each state’s requirements. To utilize the Dynamic Disclosures™ embed feature, you will need to add the HTML code in your Harbor Compliance account to your organization's website.

Once this code is added to your website, a link is created between your website and our Dynamic Disclosures™ service, which will automatically update your website’s disclosure statements and also formats and prepares a real-time list of the disclosure requirements for use in any PDFs or printed solicitation materials.

This article provides instructions for how to access this code and how to embed it into popular website-building tools.

Topics in this article:

How to copy Dynamic Disclosures™ code

How to embed code on Your Website

 

How to copy Dynamic Disclosures™ code

1. In your Harbor Compliance account, click the Dynamic Disclosures™ module.
In your account, click on the Dynamic Di

2. Click Details next to one of your subscriptions

Click on Details

3. Click the Actions dropdown

Click on Actions

4. Select Preview/Embed

Click on  Preview/Embed

5. Click Copy under the HTML text box.

Click on  Copy

How to embed code on your website

Once you have copied the Dynamic Disclosures™ code from your account, you will need to add it to your organization's website. Below are links to a few of the most popular website-building tools that provide instructions for embedding HTML code within your organization's website: