Setting up terms and agreements steps are shown below.
Overview
Customers may want their customers to acknowledge certain terms explaining either their warranty of work or what is covered in a service call. Below are the steps to set that up in the API.
Add License Terms and Agreement Steps
- Log into API using the Company Admin Login
- Click on the Preferences Tab
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Find the License Terms and Agreement (our test server shows on page 7)
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Click on the Edit button in the last column on that row
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When the Edit Preference tab opens, fill in the Terms and Agreement in the space provided. (This can be formatted using the available buttons) – click on the Save button when done
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After saving you can now see the terms in Sedona-X
