Terms and Policies cannot be edited. If changes need to be made to these documents, a new version needs to be posted and the current version will be archived.
To find the Terms and Policies document you want to update, go to here:
Departments > Administration > Tools > Terms and Policies
In the list of current Terms and Policies, click on the one you want to edit. Then click the “New Version” button on the left side.
As you proceed to the next page the following information box relays the data which could be edited to make the desired changes to the document:
Area: Not editable
Locale: Select desired Locale.
Country: Select desired country.
Provisional Date: Enter a date in the past if this document has to be agreed to only once. Enter a date in the future if the document has to be agreed to more than once, i.e. annually.
Description: Edit if needed.
Document URL: Use this field only if you want to show a link to the Terms and Polices document. If you want to have the full text of the Terms and Polices show, use the Docoument Text section below and leave this blank.
Link Label: Used with Document URL above. This will be the link text that will clicked on.
Validation Message: Enter a message here for the user. For example: You must agree to these terms and conditions to continue.
Versioning: Choose a version based on whether this is a major revision, minor revision, or a maintenance edit. The current version will show to the right, such as 1.1.0.
Reason for Revision: Enter the reason for the revision i.e. “Payment terms revision” here.
Inherit Territories:
Agreed to by Default: If left unchecked, the user will have to check the “Accept” checkbox to agree to the terms. If checked, the "Accept" checkbox will be automatically checked.
Force New Agreement: If left unchecked, only new Reps will be forced to agree to the new Agreement. If checked, all existing reps will also be forced to agree to the new version.
Active: This will toggle whether the Terms are acive or not.
Document Text: The text from the prior version will be prepopulated here. This is where you would enter the revisions to the Terms. If field left blank, nothing will display. This supports full HTML.
Once you are done editing the document click "Save". An alert will apear stating that creating a new version will archive the current version. Click OK to continue.
You can verify that the updated document was saved on the next page by validating the new version number in the Version column.
For more information about Terms and Policies, see the following pages:
Creating Terms and Policies
Archiving Terms and Policies