How to Add Terms and Conditions in GemCloud?
Setting up Terms and Conditions in GemCloud is essential for ensuring that your documents are standardized and legally compliant. This guide will walk you through the steps to add Terms and Conditions to your documents.
Step-by-Step Guide
Step 1: Access Configuration Settings
Log in to GemCloud: Open your web browser and log in to your GemCloud account using your credentials.
Click on the Configuration Button: Locate the Configuration button on the top right corner of the dashboard and click on it.
Step 2: Navigate to Terms and Conditions
- Go to the Customize ERP Section:
- In the left menu, navigate to the Customize ERP section.
- Click on Additional Settings.
- From the dropdown menu, click on Terms and Conditions.
Step 3: Terms and Conditions Overview
Access the Overview Page: You will be directed to the Terms & Conditions overview page.
Set Up Terms & Conditions Text:
- In this section, you can set up the text for Terms & Conditions that you want to appear at the bottom of all your documents.
- You can choose which documents to apply the Terms & Conditions to by selecting the relevant options in the Edit Other Document option.
Step 4: Write and Update Terms and Conditions
Write the Terms and Conditions:
- Enter the text for your Terms and Conditions in the provided field.
- Ensure the text is clear, concise, and covers all necessary legal and business points.
Update Terms & Conditions:
- Click on Update T&C to save the text.
- The Terms and Conditions will now appear at the bottom of the selected documents.
By following these steps, you can efficiently add and manage Terms and Conditions in GemCloud, ensuring all your documents are standardized and legally compliant.
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