# Getting Started ## Getting Started - [Overview](https://degreesight.gitbook.io/getting-started/overview.md): What is DegreeSight, and why does it matter? - [Onboarding and Support Overview](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/onboarding-and-support-overview.md): How should you plan on setting up your instance, and what is the order of steps to go through? - [Customizing Your Portal](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/customizing-your-portal.md) - [Setting up a Custom URL](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/customizing-your-portal/setting-up-a-custom-url.md): Changing from xyz.degreesight.com to transfers.xyz.edu - [Customizing your Homepage](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/customizing-your-portal/customizing-your-homepage.md): DegreeSight provides a custom portal for your institution that reflects your colors, branding, logos, and other messaging. - [Customizing your Homepage Verbiage](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/customizing-your-portal/customizing-your-homepage-verbiage.md): This page includes examples of how some of our clients have customized their verbiage and illustrates the sections that allow for customizable verbiage. - [Customizing Estimated Savings](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/customizing-your-portal/customizing-estimated-savings.md): This page includes information regarding the ability to enable/disable estimated savings in DegreeSight - [Customizing your Verbiage on the Student's Submission Report](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/customizing-your-portal/customizing-your-verbiage-on-the-students-submission-report.md): This page provides the steps to setup custom verbiage on the student's submission report - [Customizing your Email Logo](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/customizing-your-portal/customizing-your-email-logo.md): This page describes how to customize the logo included in all email notifications - [Customizing your Reviewer's Email Address](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/customizing-your-portal/customizing-your-reviewers-email-address.md): This page provides information on how to set a generic email address to be used as the reviewer's email address for all email notifications. - [Customizing Gender on the Personal Information Section](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/customizing-your-portal/customizing-gender-on-the-personal-information-section.md) - [Loading in your Catalog and Adding Courses](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/loading-in-your-catalog-and-adding-courses.md): Importing your course catalog into DegreeSight's Inbound and manually adding courses - [Setting up your Equivalencies](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/setting-up-your-equivalencies.md) - [How Equivalencies work in DegreeSight](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/setting-up-your-equivalencies/how-equivalencies-work-in-degreesight.md) - [Using Policies to control how Equivalencies are Imported and execute over time](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/setting-up-your-equivalencies/using-policies-to-control-how-equivalencies-are-imported-and-execute-over-time.md) - [Importing Equivalencies](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/setting-up-your-equivalencies/importing-equivalencies.md) - [Managing and editing equivalencies over time](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/setting-up-your-equivalencies/managing-and-editing-equivalencies-over-time.md) - [Creating equivalencies on the fly](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/setting-up-your-equivalencies/managing-and-editing-equivalencies-over-time/creating-equivalencies-on-the-fly.md) - [Editing through the admin pages](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/setting-up-your-equivalencies/managing-and-editing-equivalencies-over-time/editing-through-the-admin-pages.md) - [Deprecating and turning off old equivalencies](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/setting-up-your-equivalencies/managing-and-editing-equivalencies-over-time/deprecating-and-turning-off-old-equivalencies.md) - [Integrating your ecosystem](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/integrating-your-ecosystem.md) - [Slate](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/integrating-your-ecosystem/slate.md): Integrating your DegreeSight with Slate - [Salesforce](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/integrating-your-ecosystem/salesforce.md): Integrating DegreeSight with Salesforce - [Push Records to SIS](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/integrating-your-ecosystem/push-records-to-sis.md) - [Notification Settings](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/notification-settings.md): This page describes the steps to configure email notifications in DegreeSight - [Settings and Administration](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration.md): The following pages describe the functionality of the newly enhanced "Settings and Administration" section in DegreeSight. - [Curriculum](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/curriculum.md) - [Courses & Rotations](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/curriculum/courses-and-rotations.md) - [Catalogs](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/curriculum/catalogs.md) - [Adding Courses (from Catalog)](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/curriculum/catalogs/adding-courses-from-catalog.md): Adding Courses so they can be used in Equivalencies or Programs - [Transfer Rules, Automations, and Assignments](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/transfer-rules-automations-and-assignments.md): The following pages outline the settings/configuration for Transfer Rules, Automations, and Assignments - [Equivalencies Management](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/transfer-rules-automations-and-assignments/equivalencies-management.md): Configuring and managing your transfer equivalency rules in DegreeSight - [Equivalencies](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/transfer-rules-automations-and-assignments/equivalencies-management/equivalencies.md) - [Exam Matches](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/transfer-rules-automations-and-assignments/equivalencies-management/exam-matches.md): This page provides the steps to create/edit your exam rules in DegreeSight - [Defaults, Policies, & Limits](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/transfer-rules-automations-and-assignments/defaults-policies-and-limits.md): This section will review the Defaults, Policies, & Limits in DegreeSight and explain how they'll impact your equivalency rules, imports, and customizations. - [General Settings](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/transfer-rules-automations-and-assignments/defaults-policies-and-limits/general-settings.md) - [Transfer Course Settings](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/transfer-rules-automations-and-assignments/defaults-policies-and-limits/transfer-course-settings.md) - [Transfer Exam Settings](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/transfer-rules-automations-and-assignments/defaults-policies-and-limits/transfer-exam-settings.md) - [Articulations Engine](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/transfer-rules-automations-and-assignments/defaults-policies-and-limits/articulations-engine.md): This page describes the options set under the "Articulations Engine" sect. - [Transcript Settings](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/transfer-rules-automations-and-assignments/defaults-policies-and-limits/transcript-settings.md): This page reviews the options that can be configured in the "Transcript Settings" section of the Defaults, Policies, & Limits. - [Missed Equivalencies](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/transfer-rules-automations-and-assignments/missed-equivalencies.md): This page outlines our Missed Equivlancies tool which allows "Rule Creator" and "Admin" users to easily create new rules for previous manual decision. - [Team](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/team.md) - [Manage Team](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/team/manage-team.md) - [Manage Team/User Roles within DegreeSight](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/team/manage-team/manage-team-user-roles-within-degreesight.md): Understanding how students, faculty and staff can all work together - [Team Notifications](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/team/team-notifications.md) - [Settings](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/settings.md) - [Importer](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/settings/importer.md) - [Integrations](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/settings/integrations.md) - [Report Customizations](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/settings/report-customizations.md) - [Chat & Bot](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/settings/chat-and-bot.md) - [Export](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/export.md) - [Export Equivalencies](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/export/export-equivalencies.md) - [Export Transfers](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/export/export-transfers.md) - [Logging and Tracing](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/logging-and-tracing.md) - [Email Logs](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/logging-and-tracing/email-logs.md) - [Importer Logs](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/logging-and-tracing/importer-logs.md) - [Integration Logs](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/settings-and-administration/logging-and-tracing/integration-logs.md) - [Workflows in DegreeSight](https://degreesight.gitbook.io/getting-started/how-to-use-degreesight/workflows-in-degreesight.md): What jobs can DegreeSight support for my institution? And, what is the experience like for students? - [Organizing your Institution for Success](https://degreesight.gitbook.io/getting-started/how-to-use-degreesight/organizing-your-institution-for-success.md): How to work together as an institution to maximize the value you receive from an automated coursework evaluation tool - [Evaluating Coursework](https://degreesight.gitbook.io/getting-started/coursework-evaluations/evaluating-coursework.md): Evaluating coursework in DegreeSight is simple, fast, and efficient! - [How to change inputs and submitted courses and exams](https://degreesight.gitbook.io/getting-started/coursework-evaluations/evaluating-coursework/how-to-change-inputs-and-submitted-courses-and-exams.md): This page will describe the process to update the status, granted courses, and add comments to submitted transfer courses and exams. - [Updated Coursework (after initial submission)](https://degreesight.gitbook.io/getting-started/coursework-evaluations/evaluating-coursework/updated-coursework-after-initial-submission.md): This page will describe the functionality and workflows regarding coursework that has been added/edited/removed after the lead's initial submission. - [Handling many-to-many courses](https://degreesight.gitbook.io/getting-started/coursework-evaluations/evaluating-coursework/handling-many-to-many-courses.md): This page describes how to handle scenarios where there a many-to-many relationship for transfer->granted courses. - [Filter/Sort by "University of Origin" on the "Transfers Queue" Screen](https://degreesight.gitbook.io/getting-started/coursework-evaluations/evaluating-coursework/filter-sort-by-university-of-origin-on-the-transfers-queue-screen.md) - [Power Mode](https://degreesight.gitbook.io/getting-started/coursework-evaluations/evaluating-coursework/power-mode.md) - [Creating a new Equivalency Rule from a Prior Decision](https://degreesight.gitbook.io/getting-started/coursework-evaluations/creating-a-new-equivalency-rule-from-a-prior-decision.md) - [Submitting a Transcript on a Student's Behalf](https://degreesight.gitbook.io/getting-started/coursework-evaluations/submitting-a-transcript-on-a-students-behalf.md): This page describes the process to submit coursework on behalf of a student. - [Editing a Student's Transcript on Their Behalf](https://degreesight.gitbook.io/getting-started/coursework-evaluations/editing-a-students-transcript-on-their-behalf.md): This page describes the process of adding/editing/deleting a student's coursework after their initial submission - ["Stale" records (and how to handle them)](https://degreesight.gitbook.io/getting-started/coursework-evaluations/stale-records-and-how-to-handle-them.md) - [Notes](https://degreesight.gitbook.io/getting-started/other-capabilities/notes.md): This page describes the process of adding internal notes on Lead records - [Chats](https://degreesight.gitbook.io/getting-started/other-capabilities/chats.md): This page reviews the options and functionality of DegreeSight's built-in Chats feature. - [Tech Support](https://degreesight.gitbook.io/getting-started/general/tech-support.md): This section will describe the process of submitting and tracking tech support requests with DegreeSight. - [Contacting Tech Support](https://degreesight.gitbook.io/getting-started/general/tech-support/contacting-tech-support.md): This page describes the process of submitting tech support tickets in DegreeSight - [New User Help Center](https://degreesight.gitbook.io/getting-started/general/new-user-help-center.md): Are you new to DegreeSight or just need a refresher? This page contains the most important portions of our online manual to help you get up-and-running right away! - [Press Kit](https://degreesight.gitbook.io/getting-started/press-kit/press-kit.md) - [Changelog](https://degreesight.gitbook.io/getting-started/changelog.md): History of changes made to the core application - [DegreeSight's philosophy on "audits" for prospective students ("progress estimates")](https://degreesight.gitbook.io/getting-started/audits-insight/degreesights-philosophy-on-audits-for-prospective-students-progress-estimates.md) - [Ingesting audit rules into DegreeSight](https://degreesight.gitbook.io/getting-started/audits-insight/ingesting-audit-rules-into-degreesight.md) - [Providing Overrides and Exemptions to students](https://degreesight.gitbook.io/getting-started/audits-insight/providing-overrides-and-exemptions-to-students.md) - [Running audits on a student's behalf as a "what-if" scenario](https://degreesight.gitbook.io/getting-started/audits-insight/running-audits-on-a-students-behalf-as-a-what-if-scenario.md) --- # Agent Instructions This documentation is published with GitBook. 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