In the Disclosure Management Settings you can configure individual preferences for how certain areas of Disclosure Management are displayed. These will apply across the whole system:

  • General display
  • Data import display
  • Display in MS Excel

The Disclosure Management Settings functional area is only available to users who have been assigned the role of Global Administrator in the Role Management area of Disclosure Management, because this role is the only one with permission to manage system-wide settings (global settings). For more information on roles in Disclosure Management, see Assigning Global Roles in Disclosure Management.

To open the Disclosure Management settings, go to the Disclosure Management function bar:

Shows the Disclosure Management function bar with the menu items 'Dashboard', 'Document', 'Toolbox', 'Import Management' and 'Role Management'. Highlighted in red is the menu item 'Disclosure Management Settings'.
Disclosure Management menu bar

In the Disclosure Management Settings, you can configure the following options. Each option is explained in more detail in the user interface.

Shows the 'Disclosure Management Settings' with the 'General' section and the option 'Text highlight color when updating', and the 'Import' section with the options 'Number of decimal places in item preview' and 'Compare more than two decimal places'.
General settings

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.