Discovery Settings is located under Account Settings on the left-hand side of the page. This page is where an Admin can view and create Discovery Terms.

Discovery Terms are used to pull relevant websites into Discovery. Discovery Terms are customizable and will commonly include but are not limited to, terms such as Company Name, Company Website, Other Company Trade Names, and Company NMLS.

From the Discovery Settings page, an Admin can add Discovery Terms by clicking Add Rule.

A window will appear on the right side of the screen where an Admin can name and customize the Discovery Term.

An Admin can also disable any outdated Discovery Terms by selecting the Term from the Grid View and clicking the Disable button at the bottom of the screen.