> For the complete documentation index, see [llms.txt](https://degreesight.gitbook.io/getting-started/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://degreesight.gitbook.io/getting-started/setting-up-your-instance.md).

# Setting up your Instance

- [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)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://degreesight.gitbook.io/getting-started/setting-up-your-instance.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.