Managing agency settings

Agency settings are used to configure functions.

• From the left navigation menu, select Agency Settings.

You can enter information or select the toggle to turn a setting on ().

Contact a Diligent Customer Success Manager or Diligent Support for details on these settings or settings not listed here. For more information, see Getting support.

It includes the following components:

• Allow Upload Only: Users are given the opportunity to upload documents. For example, a user might upload a Word document to the Document Editor or as a document template component. You can control if an uploaded document can be edited or not with the following settings.
  • Toggle on () to only allow uploading a document but not edit the document.
  • Toggle off () to allow uploading and editing.
• Diligent One syncing: Navigate to Syncing Policy Manager policies to Diligent One Compliance Maps.
• Policy Portal Public: Enable the public Policy portal by toggling this setting on. This allows authenticated access to the Policy Portal using login credentials. For more information, see Using the Policy Portal
• Policy Portal Public View: Enable to provide public access to the Policy Portal without requiring login credentials.
• Spellcheck Enabled: Turns spell check in the Document Editor.