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 upload an RTF document as the Default 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.
- Upload the RTF Document.
- Click OK.
Editing Terms & Conditions
- In the Main Menu, go to System Settings and select Terms & Conditions.
- Double click a Terms & Conditions file in the grid.
- Edit the terms & conditions information.
- Click OK.
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.