Transparency

How to add, remove, or update the pages listed on your Transparency tab

Streamline's Transparency tab provides a comprehensive checklist for all of the items that are required for you to post in your state. We make it easy to add pages that meet these requirements.

Transparency tab overview


A - expand different sections by clicking on the section name
B - (CA only) click this checkbox to filter for legal requirements only
C
- click the top-right corner of the page to edit or remove this page from the checklist item
D - if multiple pages are needed to fulfill a requirement for a checklist item, indicate the landing page where the content for this requirement lives 
E - see a list of all the pages teased on the landing page [D] that you have created to meet this requirement
F - create new pages and automatically tease them on the landing page [D]
G - add a single page to meet the requirement from your library, or create a new one

Add a page to a checklist item

  1. Navigate to your Transparency tab by clicking on the Compliance tab in your Admin panel:
  2. Click on the name of the section where the checklist item lives
  3. Locate the checklist item and look for the large square +Add New button to the right, and click it
  4. You'll see a window pop up that features your list of existing Pages from your Content Library. 
    1. If you have already created the page that meets this requirement, locate or search for the page and select it. The page will automatically be added to your Transparency checklist.
    2. If you have not already created the page, you can click the large square +New button to create the page and add it to your checklist in one step 

Add multiple pages to a checklist item

Note: Some items on your checklist may require multiple pages to satisfy the requirement i.e. a list of profiles for your board or staff members will require multiple profile pages to get the green check mark. For these items, you will first need to indicate a landing page where these pages will live as teasers. You can then either select or create new pages to add to your landing page.

  1. Navigate to your Transparency tab by clicking on the Compliance tab in your Admin panel:
  2. Click on the name of the section where the checklist item lives
  3. Locate the checklist item you want to fulfill. If multiple pages are required to meet the requirement for this item, we'll ask you to indicate a landing page where those pages will live:
    1. If this is already pointing to the correct landing page, continue to step 4
    2. If this is not pointing to the correct landing page, click on the button next to  and select a new landing page
  4. You may need to add several pages to your landing page to meet the requirement. You can do this by clicking the large square +Add New button.
  5. You'll see a window pop up that features your list of existing Pages from your Content Library. 
    1. If you have already created a page that meets this requirement, locate or search for the page and select it. 
    2. If you have not already created the page, you can click the large square +New button to create the page and add it to your landing page in one step

Apply a template to a checklist item

Note: Some checklist items have the option of applying a pre-made template page that Streamline provides. These templates provide best-in-class responses to some of the more common compliance requirements.

  1. Navigate to your Transparency tab by clicking on the Compliance tab in your Admin panel:
  2. Click on the name of the section where the checklist item lives
  3. Locate the checklist item you want to fulfill. If a template for that item is available, you will see a large square +Add Template button.
  4. Click the +Add Template button to create a new page with the templated content. Feel free to make any changes, or leave as-is. When done, click Save and close to create the page and add it to your checklist item: Screen Shot 2019-10-07 at 9.10.38 AM-3

Edit or remove a page from the checklist

  1. Navigate to your Transparency tab by clicking on the Compliance tab in your Admin panel:
  2. Click on the name of the section where the checklist item lives
  3. Locate the checklist item you want to modify. If you've already added the page, you'll see it indicated as a gray-ish square on the right side of the screen. Click in the upper right corner of the square.
    1. If you want to edit the page, click the Edit this page button:
    2. If you want to delete the page, click the Delete button: 
      Note: you'll have the option of either totally deleting the page from your site, or simply from the checklist.