To streamline the process of managing disclosures, we’ve released Disclosure Libraries and an accompanying AI Disclosure Assistant! This update ensures that critical brand requirements are consistently applied during risk assessment, and centralizes your disclosures in Persado Portal.
With Disclosure Libraries, you can:
Ensure all of the appropriate disclosures are automatically applied to any asset you analyze
Ensure the latest and most up-to-date disclosures are used—down to our system checking if disclosure text is (or is not) an exact match to your Library
Review applied disclosures at the creative level and maintain a full audit trail of revisions
Generate an audit-ready package in one click to share with your marketing and legal teams for final sign off.
How to Set Up a Disclosure Library
To build your Disclosure Library, please reach out to your Persado representative with the following information per disclosure:
The short name you’d like to label the disclosure as
The disclosure text.
We’ll process these behind the scenes and stage them in your instance of Persado Portal so you can apply them in the future.
If you ever need to add, revise, or remove a disclosure, reach out to your Persado representative and we will make these changes for you in the back end! In the future, you’ll be able to manage this yourself. |
Leveraging your Disclosure Library with the AI Disclosure Assistant
When Analyzing a Creative
Begin your analysis as usual by uploading your creative and providing basic details.
Persado’s AI Disclosure Assistant will automatically apply disclosures from the pre-approved library, ensuring your creative carries current, legally mandated language by default.
That’s it! Proceed to reviewing your creative as usual.
When Reviewing your Creative
During your analysis, you can reference the disclosures used any time by expanding the ‘Remarks’ section and reviewing the dedicated ‘Disclosures’ tab. Here, the AI Disclosure Assistant intelligently recommends disclosures for the creative and indicates when the language on the disclosure is an exact match from your Library. You’ll see the following status tags here:
Confirmed: Confirms disclosures that are found on the creative and are correctly applied for compliance purposes.
When a disclosure is confirmed, you’ll also see labels that indicate if that disclosure is an exact match for language in your Library—or if there are similar options you can swap in with one click.
Library Match: Indicates that the disclosure found is an exact wording match.
Library Matches (N): Indicates that an exact match from the approved disclosure library was not found, but there are similar disclosures you may want to use and revise the one found on the creative.
No Library Match: Appears when we cannot find a correlating disclosure in your Library. (Pro Tip: If a disclosure is Confirmed but has ‘No Library Match,’ reach out to your Persado representative to add it to your Library!)
Removed: Identifies disclosures flagged for removal, which render with a strikethrough on the creative preview. These disclosures do not serve any compliance purpose and are making the creative busier and less appealing to the market for no legal or compliance benefit.
✨ Added: Indicates disclosures automatically inserted from the library by the AI to eliminate compliance issues.
User Additions (disclosures manually attached by users) are also tagged as ‘Added,’ but don’t have the AI-stars icon.
Review your creative. Click on a disclosure and Portal will automatically scroll to the creative it pertains to, and vice versa, to make for easier visual navigation. Every AI card can be individually accepted or unchecked/undone with a single click, keeping you in full control while maintaining an auditable trail.
As a part of your review, check disclosures that are not an exact match and confirm if you should swap in the Library-approved text. Simply click on the disclosure to view the match. If you prefer to use the Library-approved text instead, select the replacement and click ‘Replace.’ Your creative will automatically be updated.
Beyond AI recommendations, you can also manually browse your full Disclosure Library by clicking ‘Add from Disclosure Library.’ This opens a dedicated modal with search capabilities, pre-applied channel/product filters, a selection counter, and duplicate prevention. Manually added disclosures appear as user "Addition" cards and are numbered consistently with the rest.
Click ‘Add’ to add any disclosures you need from the list.
When you’re all set, download your creative and disclosures by clicking the ‘Download’ icon → and selecting ‘Compliance.’ This option exports the selected creative as a zip plus its applied disclosures section. This single click generates a clean, audit-ready package for legal sign-off and production handoff at any stage of the campaign.
When your team has officially ‘Approved’ the creative, all disclosure selections are locked: checkboxes are disabled across ‘Findings & Recommendations’ and the Disclosure Library itself. Read-only review and navigation remain fully available, giving compliance teams a tamper-proof record of exactly what was signed off.
If for some reason you need to revoke approval, click the ‘Revoke Approval’ button. This will undo the approval and make the creative editable again, and a new round of approvals will be needed.