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Getting Video Pages Approved By Compliance

Learn how to submit your video page to compliance for review to ensure it meets regulatory requirement before sharing it with leads.

Updated over 2 months ago

If your company requires compliance approval for any outgoing communication, this guide will take you through two methods of submitting your page for review.

To start, log in to Pageport and navigate to Video pages > Edit page.

Method 1: Create Compliance as a "Lead"

1. Create a fake lead for compliance by clicking + Create lead.

Click on add_circle…

2. Title your lead and include your compliance officer's email.

Click on Create lead

3. Click Click here to edit to go to your fake lead's video page.

Click on Click here to edit

4. Click Share.

Click on send_to_mobile…

5. Choose how you want to share your video page.

Click on Share page…

Method 2: Download Content as a PDF

1. Click Preview.

Click on Preview


2. Download as a PDF

Expand any closed resources on the previewed video page. Right-click anywhere on the preview of your video page, then click Print. From there, you'll be able to save your page as a PDF to send to your compliance team.

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