Managing agency settings

Agency settings are used to configure functions.

From the left navigation menu, go to Agency Settings, then toggle the setting on or off and select Save changes.

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 Overview of 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.