Disclosure Management Settings

Last modified on 2024-06-20

Overview

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 roles of Global Administrator or Global Settings Administrator in the Role Management area of Disclosure Management, because these roles are the only ones with permission to manage system-wide settings (global settings). For more information on roles in Disclosure Management, see Creating and Editing User Roles for Disclosure Management.

This article contains the following sections:

Opening the Disclosure Management Settings

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

Displays the Disclosure Management menu bar. The link to the Disclosure Management Settings on the menu bar is highlighted. Disclosure Management menu bar
Options

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


Option

Description


General

General display settings:

Displays the input fields for configuring the general, system-wide settings. General settings

Import

Data import settings:

Displays the input fields for configuring the general, system-wide import settings. Import settings

For more information on importing data, see Importing Data.