You can customise your account so that the reports you generate display specific company terms and conditions.
Please note: that only the Account Owners have permission to do this.
Two steps:
Create the disclaimers in your TouchRight account
Select 'Account' from the left hand side menu and then choose 'Disclaimers' from the dropdown menu.
Click the 'Add Disclaimers' button on the right hand side Disclaimers grey banner.
Input your information and format the text to suit your preference using bold, bullets and different font colours.
You can choose to save terms as default so that they show in the standard TouchRight report templates.
Click the 'Save' button.
You can also choose to edit or delete disclaimers, using the icons in the Actions column.
2. Add saved disclaimers to your templates
Once the terms are added, you’ll need to edit your report template to include the specific terms that you need for that type of report.
Select 'Reports' from the left hand side menu and then 'Manage Reports' from the dropdown menu.
Please note you will note be able to edit the global templates available to you. Instead you will need to first create a copy of the report which you will then be able to edit and make your own.
Once you have a report open you can click the 'Add Section Below' in the relevant area you wish the terms and conditions to appear then type in a section name e.g., 'Notes' in the box provided.
Next select the '+' icon.
Finally select 'Terms and Conditions' from the dropdown menu and select your created terms.
Then click the save icon.
For further guidance, view our Masterclass in TouchRight Templates On-Demand Webinar number 15 of our Useful Webinars (At Video Time: 35:00-40:00 mins) for a step by step walk-thru of this feature.