You can set up Terms and Conditions in OfficeRnD Flex that all users, including members, non-members, and visitors, must accept when using your platform. This helps protect your organization legally and ensures all parties are informed before accessing services, signing contracts, or joining the Member Portal.
Add a legal document
To create a new legal document:
Go to Settings > Experience Hub > Terms and Conditions.
Click Add Document.
Enter a Title for the document.
Add your content using the text editor. You can paste content from an external source.
(Optional) Select Open in a Popup on Sign-Up if you want the document to be displayed in a pop-up dialog when members click the consent checkbox during sign-up. If you don't select this option, members can click "Consent" without opening the document.
(Optional) Add an external URL if your terms are hosted on a different website. Note: This feature will not work on the Member Portal.
Choose one of the following options to save:
Add – Creates the first version of a new document. Saved as Version: 1.0.
Update Current Version – Presents the update only to new members during sign-up. Changes to the document will not affect current members on the Member Portal. Saved as Version 1.1.
Save as New Version – Creates an updated version of the document and prompts all new and existing members to accept it the next time they log in. Saved as Version: 2.0.
Note: The version logic above applies to documents used as Member Terms (see more →).
