Overview
Terms & Conditions can be uploaded to your Flex system and included in the generated report you send to your client. You can add multiple Terms and Conditions and select the one that you want to include for your client within the "Default Terms & Conditions W/ T & C Prompt" report.
Otherwise, you can add your Terms and Conditions to your Corporate Identity and that will be used when generating the Default Terms & Conditions report.
Adding Terms & Conditions
- In the Main Menu, go to System Settings and select Terms & Conditions.
- Click the Add New Terms & Conditions button in the bottom left corner.
- Enter the Name.
- Choose if this will be the default Terms & Conditions file by selecting an option for "Is Default".
- The Terms & Conditions you choose as the default will be selected automatically in the Terms & Conditions field within the "Default Terms & Conditions W/ T & C Prompt" report
- Click Add New Terms
- OR click the Legacy Upload Options and choose Load RTF Document.
- Enter the terms in the interactive text editor popup and press OK.
- Press OK again.
After terms have been saved, the Download as PDF option will populate under Edit Terms
If you have a Custom Report that is referencing RTF terms, you will not be able to enter terms within the interactive text editor. Instead, you will use the Legacy "Load RTF Doc" option OR reach out to Support to update your Custom Report.
Editing Terms & Conditions
- In the Main Menu, go to System Settings and select Terms & Conditions.
- Double click the Terms & Conditions you want to edit
- Click Add New Terms
- OR click the Legacy Upload Options and upload the new RTF
- Adjust the terms in the interactive text editor popup and press OK.
- Click OK again.
Deleting Terms & Conditions
- In the Main Menu, go to System Settings and select Terms & Conditions.
- Select the checkbox(s) for the terms and conditions you want to delete.
- Click the Delete Selected Terms & Conditions icon in the bottom left.