The General settings page controls your agency's core configuration — your identity on the platform, file upload limits, and request processing behavior.
Agency Information
Configure your agency's identity as it appears across the portal and in outbound emails.
Logo — upload your agency logo. PNG or JPEG, max 2 MB. Use the Upload button to add a logo or Remove to clear it. The logo appears in the portal header and emails when Show agency logo is enabled in Settings: Branding.
Agency Name — the name displayed throughout the portal and in outbound emails.
Workspace URL — your agency's portal URL. Read-only — this cannot be changed after initial setup.
Click Save to apply changes.
Staff Attachment Uploads
Configure the maximum file size agency staff can attach when sending messages to requesters.
Maximum file size (MB) — accepted range is 1–100 MB. Default is 10 MB.
Click Save to apply changes.
Released File Retention
This setting specifies the number of days the information released as part of a completed request can be accessed by the requestor. Leave blank of you would like the information to be available to the requestor indefinitely.
Request Processing
Configure how requests are handled when they are submitted and when records are ready for release.
Auto-accept all requests — when enabled, incoming requests are automatically accepted without requiring manual agency review. The Agency Review stage is skipped and requests move directly to Processing.
Require secondary approval before release — when enabled, a second approver must approve a production before it can be released to the requester.
